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Edelweiss Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5705 Cr | ₹572 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 | 1.42 | 1.6 |
| 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 | -2.19% | -1.43% |
| 6 Month | -3.19% | -0.32% |
| 1 Year | 4.64% | 7.76% |
| 3 Year | 9.95% | 10.09% |
| 5 Year | 10.86% | 10.43% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.68% | -1.03% |
| 1 Year | -3.08% | 2.95% |
| 3 Year | 8.58% | 9.99% |
| 5 Year | 9.55% | 9.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.28% | 8.68% |
| 3 Year | 9.03% | 8.78% |
| 5 Year | 8.69% | 8.77% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 4.089% |
| Sharp | 0.48% | 0.716% |
| Beta | 0.83% | - |
| Alpha | 0.88% | - |
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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 | 33.62917 | 34.349 |
| Large Cap | 39.9894 | 46.78062 |
| Small Cap | 19.14673 | 6.50039 |
| Mid Cap | 7.23471 | 12.36999 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.7778 | 31.73503 |
| Communication Services | 1.8628 | 2.01611 |
| Energy | 4.51268 | 10.61142 |
| Industrials | 8.21079 | 8.31883 |
| Technology | 0.8503 | 3.66695 |
| Basic Materials | 6.83597 | 8.53919 |
| Consumer Cyclical | 14.42549 | 9.3065 |
| Healthcare | 3.71485 | 3.57695 |
| Consumer Defensive | 0.26282 | 1.93881 |
| Financial Services | 23.9946 | 17.31958 |
| Utilities | 1.64691 | 2.52235 |
| Real Estate | 0.905 | 0.44828 |
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