Nippon India Equity Savings Fund vs SBI Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate
Asset Size (Cr) ₹4866 Cr ₹481 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 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 1.19 1.65
Manager Pradeep Kesavan Anand Devendra Gupta
ISIN Code INF200KA1DA4 INF204KA1W02
Exits Load Exit load of 0.10% if redeemed within 15 days./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 1.11% -0.16%
6 Month 8.16% 5.25%
1 Year 15.52% 12.53%
3 Year 10.58% 7.76%
5 Year 11.94% 6.24%

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 7.52% 5.83%
3 Year 20.51% 15.62%
5 Year 35.97% 24.41%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year 11.78% 7.02%
3 Year 28.27% 19.53%
5 Year 38.1% 25.76%

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 0.69% 0.32%
Beta 0.83% 0.71%
Alpha 1.59% -0.25%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 26.22 31.52
Large Cap 35.85 61.97
Mid Cap 8.09 4.66
Small Cap 9.59 1.82

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 40.65 53.87
Services 1.62 0.96
Healthcare 3.2959746043559E-17 0.68
Financial 14.68 16.99
Consumer Staples -6.9388939039072E-17 1.2
Materials 2.35 1.52
Automobile 0.74 1.2
Energy 2.74 2.16
Technology -9.7144514654701E-17 1.75
Consumer Discretionary 2 -
Metals & Mining 1.08 1.84
Construction 2.55 1.21
Communication 2.95 1.51
Capital Goods 0.71 1.38
Sovereign 6.11 13.52
Textiles 1.57 -
Chemicals - 0
Insurance - 0.18

Top Comparisons

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.3%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.38%

Compare Now

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns5.54%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.58%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns21.22%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.54%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.64%

Compare Now
Request call back
Add to Cart Successfully