DSP Equity Savings Fund vs SBI Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High
Asset Size (Cr) ₹4866 Cr ₹1327 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 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 1.19 1.27
Manager Pradeep Kesavan Kedar Karnik
ISIN Code INF200KA1DA4 INF740KA1439
Exits Load Exit load of 0.10% if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Month 2.31% 0.89%
6 Month 10.77% 9.29%
1 Year 16.02% 16.6%
3 Year 10.58% 9.23%
5 Year 12.26% 10.85%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 7.52% 6.72%
3 Year 20.51% 16.47%
5 Year 35.97% 29.94%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 11.78% 10.16%
3 Year 28.27% 24.17%
5 Year 38.1% 31.87%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.73% 4.23%
Sharp 0.69% 0.58%
Beta 0.83% 0.81%
Alpha 1.59% -0.03%

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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
Fund Manage 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 26.22 29.04
Large Cap 35.85 48.46
Mid Cap 8.09 13.9
Small Cap 9.59 6.17

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others 40.65 40.12
Services 1.62 0.32
Healthcare 3.2959746043559E-17 4.62
Financial 14.68 21.73
Consumer Staples -6.9388939039072E-17 2.04
Materials 2.35 0.5
Automobile 0.74 3.63
Energy 2.74 1.49
Technology -9.7144514654701E-17 2.42
Consumer Discretionary 2 -0.01
Metals & Mining 1.08 -0.04
Construction 2.55 1.65
Communication 2.95 0.73
Capital Goods 0.71 -5.5511151231258E-17
Sovereign 6.11 14.41
Textiles 1.57 -
Chemicals - 1.69
Insurance - 2.27

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