SBI Equity Savings Fund vs DSP Equity Savings Fund compare

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

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tortoise-icon DSP Equity Savings 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 DSP Equity Savings Fund - Regular Plan - Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹5616 Cr ₹2162 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 May 2015 28 Mar 2016
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 444%
Expense Ratio 1.19 1.33
Manager Pradeep Kesavan Kedar Karnik
ISIN Code INF200KA1DA4 INF740KA1439
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 DSP Equity Savings Fund - Regular Plan - Growth
1 Month 1.49% 0.35%
6 Month 4.6% 5.52%
1 Year 12.14% 12.25%
3 Year 10.55% 10.04%
5 Year 11.25% 9.81%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 11.04% 10.81%
3 Year 13.16% 11.63%
5 Year 12.47% 11.16%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 9.19% 8.29%
3 Year 8.81% 8.3%
5 Year 8.62% 7.87%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.73% 4.23%
Sharp 0.7% 0.58%
Beta 0.81% 0.81%
Alpha 1.84% -0.03%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Name Pradeep Kesavan Kedar Karnik
Total AUM ₹434274 Cr ₹32997 Cr
Fund Manage 43 11
SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others -7.3 -6.43
Large Cap 37.02 50.67
Small Cap 20.78 8.11
Mid Cap 13.35 9.65

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others -7.3 -6.43
Telecom - Services 1.69 4.24
Petroleum Products 2.35 3.22
Electrical Equipment 0.45 0.23
IT - Software 1.83 2.39
Pharmaceuticals & Biotechnology 1.38 2.97
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 0.66
Personal Products 0.09 0.01
Construction 1.81 2.44
Ferrous Metals 0.64 0.84
Finance 5.11 3.8
Capital Markets 0.98 0.25
Banks 19.06 18.24
Retailing 0.99 0.21
Non - Ferrous Metals 2.78 0.63
Realty 1.94 2.01
Leisure Services 1.81 0.46
Consumer Durables 2.76 1.66
Aerospace & Defense 0.65 1.15
Fertilizers & Agrochemicals 0.86 0.66
Chemicals & Petrochemicals 1.48 0.87
Transport Infrastructure 4.99 0.31
Automobiles 3.02 5.28
Transport Services 1.24 -
Insurance 0.1 2.13
Gas 1 0.08
Diversified FMCG 0.04 1.92
Industrial Products 1.72 0.08
Diversified Metals 0.05 1.64
Oil 0.11 0.45
Food Products 0.09 0.06
Power 0.91 1.94
Household Products 0.91 -
Auto Components 2.79 1.1
Financial Technology (Fintech) 0.61 -
Metals & Minerals Trading 0.16 4.56
Healthcare Services 0.97 0.3
Consumable Fuels 0.17 -
Minerals & Mining 0.13 0.37
Textiles & Apparels 1.83 -
Beverages 0.14 0.21
Agricultural, Commercial & Construction Vehicles - 0.07
Diversified - 0.45
Commercial Services & Supplies - 0.54

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