SBI Equity Savings Fund vs Axis Equity Saver Fund compare

Link copied to clipboard!

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

Invest Now

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

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 Axis Equity Savings Fund - Regular Plan - Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Savings 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 08 Jan 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 Savings Fund - Regular Plan - Growth
1 Month -0.34% 1.46%
6 Month 6.74% 8.45%
1 Year 16.28% 19.38%
3 Year 10.27% 9.09%
5 Year 11.33% 10.82%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Savings 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 Savings Fund - Regular Plan - Growth
1 Year 9.1% 8.74%
3 Year 8.78% 8.74%
5 Year 8.61% 8.81%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.73% 5.7%
Sharp 0.72% 0.52%
Beta 0.34% 1.14%
Alpha 1.58% -0.71%

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 Axis Equity Savings 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 Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings 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 Savings 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

Top Comparisons

SBI Balanced Advantage Fund - Regular Plan - Growth SBI Balanced Advantage Fund - Regular Plan - Growth

3Y Returns0%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns14.06%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns21.01%

VS

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns15.7%

Compare Now

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns10.32%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns24.14%

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

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns20.6%

Compare Now
Request call back
Add to Cart Successfully