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SBI Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5705 Cr | ₹2417 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 444% |
| Expense Ratio | 1.42 | 1.32 |
| Manager | Pradeep Kesavan | Kedar Karnik |
| ISIN Code | INF200KA1DA4 | INF740KA1439 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.05% | 1.99% |
| 6 Month | 1.42% | 3.08% |
| 1 Year | 8.85% | 11.93% |
| 3 Year | 10.13% | 10.35% |
| 5 Year | 13.67% | 13.12% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 2.39% |
| 1 Year | 4.01% | 8.07% |
| 3 Year | 10.8% | 11.4% |
| 5 Year | 10.64% | 10.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.28% | 8.52% |
| 3 Year | 9.03% | 8.4% |
| 5 Year | 8.69% | 7.94% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 4.11% |
| Sharp | 0.33% | 0.656% |
| Beta | 0.91% | - |
| Alpha | 0.71% | - |
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Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Kedar Karnik |
| Total AUM | ₹434274 Cr | ₹32997 Cr |
| Funds Managed | 43 | 11 |
| SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.27 | 29.62 |
| Large Cap | 42.02 | 57.12 |
| Small Cap | 16.55 | 5.11 |
| Mid Cap | 7.16 | 8.16 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.39 | 27.99 |
| Communication Services | 1.48 | 5.01 |
| Energy | 4.29 | 8.65 |
| Industrials | 6.66 | 4.1 |
| Technology | 1.6 | 2.74 |
| Consumer Cyclical | 12.41 | 8.74 |
| Healthcare | 3.39 | 3.9 |
| Basic Materials | 7.46 | 4.98 |
| Consumer Defensive | 0.13 | 2.23 |
| Financial Services | 27.03 | 27.81 |
| Utilities | 1.36 | 3.65 |
| Real Estate | 0.8 | 0.2 |
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