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) ₹5616 Cr ₹1353 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 May 2015 17 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 1.32
Manager Pradeep Kesavan Mahendra Kumar Jajoo
ISIN Code INF200KA1DA4 INF769K01EI5
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 Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month 1.11% 0.95%
6 Month 3.97% 3.83%
1 Year 12.2% 12.17%
3 Year 10.45% 9.92%
5 Year 11.12% 11.63%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 11.04% 9.4%
3 Year 13.16% 12.03%
5 Year 12.47% 12.07%

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 0.81% 1%
Alpha 1.84% 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 -7.3 2.73
Large Cap 37.02 51.12
Small Cap 20.78 6.29
Mid Cap 13.35 8.85

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others -7.3 2.73
Telecom - Services 1.69 2.23
Petroleum Products 2.35 2.74
Electrical Equipment 0.45 1.44
IT - Software 1.83 7.49
Pharmaceuticals & Biotechnology 1.38 4.42
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 1.49
Personal Products 0.09 0.56
Construction 1.81 1.53
Ferrous Metals 0.64 2.04
Finance 5.11 3.22
Capital Markets 0.98 1.24
Banks 19.06 12.09
Retailing 0.99 1
Non - Ferrous Metals 2.78 0.4
Realty 1.94 1.67
Leisure Services 1.81 0.16
Consumer Durables 2.76 2.75
Aerospace & Defense 0.65 1.6
Fertilizers & Agrochemicals 0.86 0.1
Chemicals & Petrochemicals 1.48 0.28
Transport Infrastructure 4.99 0.63
Automobiles 3.02 4.9
Transport Services 1.24 0.62
Insurance 0.1 1.2
Gas 1 1.05
Diversified FMCG 0.04 1.58
Industrial Products 1.72 0.45
Diversified Metals 0.05 0.44
Oil 0.11 0.65
Food Products 0.09 -
Power 0.91 2.53
Household Products 0.91 -
Auto Components 2.79 0.41
Financial Technology (Fintech) 0.61 0.18
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 0.64
Consumable Fuels 0.17 1.52
Minerals & Mining 0.13 -
Textiles & Apparels 1.83 0.29
Beverages 0.14 0.17
Agricultural, Commercial & Construction Vehicles - 0.55

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