SBI Equity Savings Fund vs Axis Equity Saver Fund compare

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

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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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 Axis Equity Saver Fund - Regular Plan - Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4866 Cr ₹938 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 May 2015 01 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 34.8%
Expense Ratio 1.19 2.28
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1DA4 INF846K01VO3
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 months./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.83% 1.46%
6 Month 10.16% 8.45%
1 Year 15.48% 19.38%
3 Year 10.39% 9.09%
5 Year 12.28% 10.82%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 7.52% 7.28%
3 Year 20.51% 17.31%
5 Year 35.97% 30.32%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Year 11.78% 10.3%
3 Year 28.27% 24.26%
5 Year 38.1% 32.86%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 4.73% 5.7%
Sharp 0.69% 0.52%
Beta 0.83% 1.14%
Alpha 1.59% -0.71%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 12
SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Axis Equity Saver Fund - Regular Plan - Growth

Others 26.22 32.04
Large Cap 35.85 52.98
Mid Cap 8.09 5.52
Small Cap 9.59 4.15

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Axis Equity Saver Fund - Regular Plan - Growth

Others 40.65 33.79
Services 1.62 0.11
Healthcare 3.2959746043559E-17 1.64
Financial 14.68 22.52
Consumer Staples -6.9388939039072E-17 1.47
Materials 2.35 0.93
Automobile 0.74 2.93
Energy 2.74 5.57
Technology -9.7144514654701E-17 3.93
Consumer Discretionary 2 0.18
Metals & Mining 1.08 -0.029999999999999
Construction 2.55 2.35
Communication 2.95 5.02
Capital Goods 0.71 1.65
Sovereign 6.11 11.81
Textiles 1.57 -
Insurance - 0.83
Chemicals - -0.0099999999999999

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