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) ₹4866 Cr ₹93 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 29 Jan 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 1.31
Manager Pradeep Kesavan Puneet Pal
ISIN Code INF200KA1DA4 INF223J01FB7
Exits Load Exit load of 0.10% if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
1 Month 1.83% 0.69%
6 Month 10.16% 5.07%
1 Year 15.48% 9.93%
3 Year 10.39% 6.75%
5 Year 12.28% 8.04%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
6 Month - -
1 Year 7.52% 4.33%
3 Year 20.51% 11.13%
5 Year 35.97% 21.77%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth PGIM India Equity Savings Fund - Growth Option
1 Year 11.78% 7.8%
3 Year 28.27% 18.12%
5 Year 38.1% 22.84%

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 0.69% -0.01%
Beta 0.83% 0.39%
Alpha 1.59% -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 26.22 28.7
Large Cap 35.85 63.87
Mid Cap 8.09 7
Small Cap 9.59 0.43

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth Option

Others 40.65 63.25
Services 1.62 1.05
Healthcare 3.2959746043559E-17 1.2
Financial 14.68 9.83
Consumer Staples -6.9388939039072E-17 0.79
Materials 2.35 0.72
Automobile 0.74 1.42
Energy 2.74 1.46
Technology -9.7144514654701E-17 1.54
Consumer Discretionary 2 0.31
Metals & Mining 1.08 -0.089999999999999
Construction 2.55 0.57
Communication 2.95 0.86
Capital Goods 0.71 0.81
Sovereign 6.11 15.5
Textiles 1.57 -
Diversified - 0.26
Insurance - 0.52

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