Edelweiss 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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹5616 Cr ₹539 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 May 2015 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 87%
Expense Ratio 1.19 1.59
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200KA1DA4 INF843K01KG9
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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month -2.3% -0.82%
6 Month 0.11% 2.82%
1 Year 7.61% 11.1%
3 Year 9.27% 9.52%
5 Year 10.54% 10.5%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.87% 9.22%
3 Year 12.28% 11.88%
5 Year 11.93% 10.97%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 9.19% 8.56%
3 Year 8.81% 8.69%
5 Year 8.62% 8.49%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.73% 3.86%
Sharp 0.59% 0.63%
Beta 0.81% 0.23%
Alpha 1.92% 1.16%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Dhawal Dalal
Total AUM ₹434274 Cr ₹25974 Cr
Fund Manage 43 12
SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -7.3 35.98
Large Cap 37.02 43.95
Small Cap 20.78 4.55
Mid Cap 13.35 15.51

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -7.3 56.09
Telecom - Services 1.69 -
Petroleum Products 2.35 -
Electrical Equipment 0.45 -
IT - Software 1.83 -
Pharmaceuticals & Biotechnology 1.38 -
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 -
Personal Products 0.09 -
Construction 1.81 1.57
Ferrous Metals 0.64 -
Finance 5.11 -
Capital Markets 0.98 -
Banks 19.06 -
Retailing 0.99 -
Non - Ferrous Metals 2.78 -
Realty 1.94 -
Leisure Services 1.81 -
Consumer Durables 2.76 -
Aerospace & Defense 0.65 -
Fertilizers & Agrochemicals 0.86 -
Chemicals & Petrochemicals 1.48 -
Transport Infrastructure 4.99 -
Automobiles 3.02 -
Transport Services 1.24 -
Insurance 0.1 -
Gas 1 -
Diversified FMCG 0.04 -
Industrial Products 1.72 -
Diversified Metals 0.05 -
Oil 0.11 -
Food Products 0.09 -
Power 0.91 -
Household Products 0.91 -
Auto Components 2.79 -
Financial Technology (Fintech) 0.61 -
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 -
Consumable Fuels 0.17 -
Minerals & Mining 0.13 -
Textiles & Apparels 1.83 -
Beverages 0.14 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

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