Mirae Asset 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 Mirae Asset 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4866 Cr ₹1123 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 15 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 39% 620%
Expense Ratio 1.19 1.31
Manager Pradeep Kesavan Mahendra Kumar Jajoo
ISIN Code INF200KA1DA4 INF769K01EI5
Exits Load Exit load of 0.10% if redeemed within 15 days./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month -1.81% -1.1%
6 Month 6.38% 7.33%
1 Year 14.12% 16.51%
3 Year 9.35% 9%
5 Year 11.17% 11.86%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 12.45% 11.76%
3 Year 13.29% 12.34%
5 Year 12.52% 12.27%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 9.19% 11.46%
3 Year 8.81% 11.28%
5 Year 8.62% 11.9%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.73% 5.04%
Sharp 0.7% 0.76%
Beta 0.8% 1%
Alpha 2.09% 0.74%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Pradeep Kesavan Mahendra Kumar Jajoo
Total AUM ₹434274 Cr ₹8876 Cr
Fund Manage 43 4
SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 26.22 32.2
Large Cap 35.85 50.28
Mid Cap 8.09 9.39
Small Cap 9.59 4.06

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 40.65 42.01
Services 1.62 0.56
Healthcare 3.2959746043559E-17 1.51
Financial 14.68 17.96
Consumer Staples -6.9388939039072E-17 1.74
Materials 2.35 1.73
Automobile 0.74 2.14
Energy 2.74 3.23
Technology -9.7144514654701E-17 2.78
Consumer Discretionary 2 0.29
Metals & Mining 1.08 1.1
Construction 2.55 1.69
Communication 2.95 2.3
Capital Goods 0.71 1.62
Sovereign 6.11 14.87
Textiles 1.57 -
Chemicals - 0.16
Insurance - 0.24

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