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)	₹5431 Cr	₹720 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	1.43	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	1.89%	-0.47%
6 Month	3.74%	1.39%
1 Year	7.24%	7.91%
3 Year	13.24%	7.98%
5 Year	13.03%	5.59%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month	5.78%	-
1 Year	10.89%	5.42%
3 Year	12.4%	9.17%
5 Year	11.4%	8.95%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year	9.05%	6.7%
3 Year	9.13%	2.98%
5 Year	8.74%	1.86%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation	4.73%	3.88%
Sharp	0.94%	0.62%
Beta	0.91%	0.67%
Alpha	1.22%	0.15%

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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
Funds Managed	43	3
	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	34.14	75.78
Large Cap	39.15	64.22
Mid Cap	10.19	4.07
Small Cap	16.52	1.93

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	29.94	75.78
Communication Services	1.49	-
Energy	6.12	-
Technology	1.19	-
Healthcare	2.31	-
Basic Materials	7.64	-
Industrials	7.92	-
Financial Services	24.88	-
Consumer Cyclical	11.55	-
Real Estate	4.32	-
Utilities	1.59	-
Consumer Defensive	1.06	-
Telecom - Services	-	1.11
Petroleum Products	-	5.6
IT - Software	-	5.32
Construction	-	4.46
Pharmaceuticals & Biotechnology	-	1.48
Personal Products	-	0.23
Ferrous Metals	-	1.48
Finance	-	2.7
Consumer Durables	-	0.58
Diversified FMCG	-	3.86
Banks	-	16.92
Cement & Cement Products	-	3.89
Automobiles	-	5.92
Insurance	-	1.18
Diversified Metals	-	3.02
Agricultural, Commercial & Construction Vehicles	-	1.35
Aerospace & Defense	-	0.53
Realty	-	0.38
Industrial Products	-	0.68
Consumable Fuels	-	3.15
Fertilizers & Agrochemicals	-	0.53
Retailing	-	0.43
Power	-	4.73
Auto Components	-	0.69