Nippon India Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderate |
Asset Size (Cr) | ₹5705 Cr | ₹481 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 30 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 544% |
Expense Ratio | 1.42 | 1.65 |
Manager | Pradeep Kesavan | Anand Devendra Gupta |
ISIN Code | INF200KA1DA4 | INF204KA1W02 |
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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Month | -2.48% | -0.47% |
6 Month | -2.24% | 1.39% |
1 Year | 4.9% | 7.91% |
3 Year | 8.84% | 7.98% |
5 Year | 9.89% | 5.59% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
6 Month | - | - |
1 Year | -0.56% | 5.42% |
3 Year | 9.12% | 9.17% |
5 Year | 10.05% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Year | 9.28% | 6.7% |
3 Year | 9.03% | 2.98% |
5 Year | 8.69% | 1.86% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Standard Deviation | 4.73% | 4.11% |
Sharp | 0.48% | 0.39% |
Beta | 0.83% | 0.67% |
Alpha | 0.88% | 0.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Name | Pradeep Kesavan | Anand Devendra Gupta |
Total AUM | ₹434274 Cr | ₹12754 Cr |
Fund Manage | 43 | 3 |
SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | -7.3 | 75.78 |
Large Cap | 37.02 | 64.22 |
Small Cap | 20.78 | 1.93 |
Mid Cap | 13.35 | 4.07 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | -7.3 | 75.78 |
Telecom - Services | 1.69 | 1.11 |
Petroleum Products | 2.35 | 5.6 |
Electrical Equipment | 0.45 | - |
IT - Software | 1.83 | 5.32 |
Pharmaceuticals & Biotechnology | 1.38 | 1.48 |
Industrial Manufacturing | 0.6 | - |
Cement & Cement Products | 0.91 | 3.89 |
Personal Products | 0.09 | 0.23 |
Construction | 1.81 | 4.46 |
Ferrous Metals | 0.64 | 1.48 |
Finance | 5.11 | 2.7 |
Capital Markets | 0.98 | - |
Banks | 19.06 | 16.92 |
Retailing | 0.99 | 0.43 |
Non - Ferrous Metals | 2.78 | - |
Realty | 1.94 | 0.38 |
Leisure Services | 1.81 | - |
Consumer Durables | 2.76 | 0.58 |
Aerospace & Defense | 0.65 | 0.53 |
Fertilizers & Agrochemicals | 0.86 | 0.53 |
Chemicals & Petrochemicals | 1.48 | - |
Transport Infrastructure | 4.99 | - |
Automobiles | 3.02 | 5.92 |
Transport Services | 1.24 | - |
Insurance | 0.1 | 1.18 |
Gas | 1 | - |
Diversified FMCG | 0.04 | 3.86 |
Industrial Products | 1.72 | 0.68 |
Diversified Metals | 0.05 | 3.02 |
Oil | 0.11 | - |
Food Products | 0.09 | - |
Power | 0.91 | 4.73 |
Household Products | 0.91 | - |
Auto Components | 2.79 | 0.69 |
Financial Technology (Fintech) | 0.61 | - |
Metals & Minerals Trading | 0.16 | - |
Healthcare Services | 0.97 | - |
Consumable Fuels | 0.17 | 3.15 |
Minerals & Mining | 0.13 | - |
Textiles & Apparels | 1.83 | - |
Beverages | 0.14 | - |
Agricultural, Commercial & Construction Vehicles | - | 1.35 |
Top Comparisons
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns17.14%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns8.86%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns8.84%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.98%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.34%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.44%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.73%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns13.74%