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HDFC Equity Savings Fund vs SBI Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5584 Cr | ₹5705 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 39% |
| Expense Ratio | 1.89 | 1.42 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AM7 | INF200KA1DA4 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.93% | 4.11% |
| 6 Month | 0.16% | -0.63% |
| 1 Year | 7.16% | 8.22% |
| 3 Year | 9.71% | 9.68% |
| 5 Year | 13.63% | 13.36% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.44% |
| 1 Year | 3.32% | 4.01% |
| 3 Year | 9.99% | 10.8% |
| 5 Year | 10.65% | 10.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 9.28% |
| 3 Year | 9.9% | 9.03% |
| 5 Year | 9.44% | 8.69% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.946% | 4.73% |
| Sharp | 0.518% | 0.33% |
| Beta | - | 0.91% |
| Alpha | - | 0.71% |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.86 | 34.27 |
| Large Cap | 58.5 | 42.02 |
| Small Cap | 4.14 | 16.55 |
| Mid Cap | 3.5 | 7.16 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 33.39 |
| Energy | 6.35 | 4.29 |
| Technology | 5.68 | 1.6 |
| Industrials | 5.1 | 6.66 |
| Consumer Defensive | 4.67 | 0.13 |
| Basic Materials | 3.37 | 7.46 |
| Financial Services | 19.87 | 27.03 |
| Healthcare | 4.94 | 3.39 |
| Consumer Cyclical | 11.74 | 12.41 |
| Communication Services | 1.81 | 1.48 |
| Utilities | 2.63 | 1.36 |
| Real Estate | - | 0.8 |
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