PGIM India 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 PGIM India Equity Savings Fund - Growth Option

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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 PGIM India Equity Savings Fund - Growth Option
Fund SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Low to Moderate
Asset Size (Cr) ₹5616 Cr ₹90 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 May 2015 05 Feb 2004
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 69%
Expense Ratio 1.19 1.32
Manager Pradeep Kesavan Puneet Pal
ISIN Code INF200KA1DA4 INF223J01FB7
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
1 Month -1.83% -0.32%
6 Month 1.58% 1.56%
1 Year 8.78% 6.49%
3 Year 9.3% 5.95%
5 Year 10.6% 7.12%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
6 Month - -
1 Year 6.02% 5.23%
3 Year 11.49% 6.95%
5 Year 11.44% 7.6%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
1 Year 9.19% 7.47%
3 Year 8.81% 7.35%
5 Year 8.62% 7.53%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
Standard Deviation 4.73% 2.06%
Sharp 0.59% -0.01%
Beta 0.81% 0.39%
Alpha 1.92% -1.3%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
Name Pradeep Kesavan Puneet Pal
Total AUM ₹434274 Cr ₹20950 Cr
Fund Manage 43 19
SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth Option

Others -7.3 32.37
Large Cap 37.02 61.17
Small Cap 20.78 0.4
Mid Cap 13.35 6.06

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth Option

Others -7.3 32.37
Telecom - Services 1.69 1.4
Petroleum Products 2.35 6.46
Electrical Equipment 0.45 -
IT - Software 1.83 2.06
Pharmaceuticals & Biotechnology 1.38 0.66
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 6.95
Personal Products 0.09 2.26
Construction 1.81 0.58
Ferrous Metals 0.64 11.63
Finance 5.11 8.45
Capital Markets 0.98 -
Banks 19.06 12.08
Retailing 0.99 0.31
Non - Ferrous Metals 2.78 0.32
Realty 1.94 -
Leisure Services 1.81 -
Consumer Durables 2.76 4.45
Aerospace & Defense 0.65 0.15
Fertilizers & Agrochemicals 0.86 -
Chemicals & Petrochemicals 1.48 0.22
Transport Infrastructure 4.99 3.07
Automobiles 3.02 1.15
Transport Services 1.24 0.29
Insurance 0.1 0.76
Gas 1 -
Diversified FMCG 0.04 -
Industrial Products 1.72 0.17
Diversified Metals 0.05 -
Oil 0.11 -
Food Products 0.09 0.16
Power 0.91 -
Household Products 0.91 -
Auto Components 2.79 -
Financial Technology (Fintech) 0.61 -
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 0.31
Consumable Fuels 0.17 -
Minerals & Mining 0.13 2.68
Textiles & Apparels 1.83 -
Beverages 0.14 0.95
IT - Services - 0.11

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