SBI Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5705 Cr | ₹249 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 486% |
Expense Ratio | 1.42 | 2.48 |
Manager | Pradeep Kesavan | Miten Vora |
ISIN Code | INF200KA1DA4 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.11% | 3.68% |
6 Month | -0.63% | -0.17% |
1 Year | 8.22% | 8.04% |
3 Year | 9.68% | 9.07% |
5 Year | 13.36% | 9.48% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.33% | -0.4% |
1 Year | 0.17% | 0.43% |
3 Year | 9.43% | 8.5% |
5 Year | 9.8% | 8.03% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.28% | 9.78% |
3 Year | 9.03% | 7.92% |
5 Year | 8.69% | 9.26% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 4.909% |
Sharp | 0.33% | 0.464% |
Beta | 0.91% | - |
Alpha | 0.71% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Miten Vora |
Total AUM | ₹434274 Cr | ₹6478 Cr |
Funds Managed | 43 | 6 |
SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.27 | 31.01 |
Large Cap | 42.02 | 53.66 |
Small Cap | 16.55 | 6.42 |
Mid Cap | 7.16 | 8.91 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.39 | 29.93 |
Communication Services | 1.48 | 1.83 |
Energy | 4.29 | 5.99 |
Industrials | 6.66 | 8.08 |
Technology | 1.6 | 6.16 |
Consumer Cyclical | 12.41 | 9.85 |
Healthcare | 3.39 | 3.53 |
Basic Materials | 7.46 | 5.74 |
Consumer Defensive | 0.13 | 2.86 |
Financial Services | 27.03 | 19.19 |
Utilities | 1.36 | 4.9 |
Real Estate | 0.8 | 1.95 |
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