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) ₹4866 Cr ₹439 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 May 2015 05 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 1.56
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200KA1DA4 INF843K01KG9
Exits Load Exit load of 0.10% if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 1.83% 1.46%
6 Month 10.16% 8.36%
1 Year 15.48% 17.47%
3 Year 10.39% 9.74%
5 Year 12.28% 11.2%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.52% 7.57%
3 Year 20.51% 18.17%
5 Year 35.97% 31.29%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 11.78% 10.33%
3 Year 28.27% 24.66%
5 Year 38.1% 33.06%

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 0.69% 0.76%
Beta 0.83% 0.73%
Alpha 1.59% 0.63%

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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 26.22 35.98
Large Cap 35.85 43.95
Mid Cap 8.09 15.51
Small Cap 9.59 4.55

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 40.65 56.09
Services 1.62 2.52
Healthcare 3.2959746043559E-17 1.85
Financial 14.68 8.36
Consumer Staples -6.9388939039072E-17 1.65
Materials 2.35 0.9
Automobile 0.74 2.04
Energy 2.74 2.58
Technology -9.7144514654701E-17 2.13
Consumer Discretionary 2 -
Metals & Mining 1.08 0.38
Construction 2.55 1.57
Communication 2.95 0.96
Capital Goods 0.71 0.67
Sovereign 6.11 15.22
Textiles 1.57 0.17
Chemicals - 0.47
Unclassified - 2.43

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