SBI Equity Savings Fund vs Edelweiss Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹5705 Cr | ₹572 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 May 2015 | 13 Oct 2014 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 87% |
Expense Ratio | 1.42 | 1.6 |
Manager | Pradeep Kesavan | Dhawal Dalal |
ISIN Code | INF200KA1DA4 | INF843K01KG9 |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.34% | 2.4% |
6 Month | -1.97% | 0.33% |
1 Year | 7.3% | 9.54% |
3 Year | 9.62% | 9.97% |
5 Year | 13.86% | 11.89% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.21% | 1.04% |
1 Year | 0.67% | 5.42% |
3 Year | 9.93% | 10.92% |
5 Year | 10.25% | 10.21% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.28% | 8.68% |
3 Year | 9.03% | 8.78% |
5 Year | 8.69% | 8.77% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.73% | 4.089% |
Sharp | 0.39% | 0.716% |
Beta | 0.89% | - |
Alpha | 0.52% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Dhawal Dalal |
Total AUM | ₹434274 Cr | ₹25974 Cr |
Funds Managed | 43 | 12 |
SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.63 | 34.35 |
Large Cap | 39.99 | 46.78 |
Small Cap | 19.15 | 6.5 |
Mid Cap | 7.23 | 12.37 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.78 | 31.74 |
Communication Services | 1.86 | 2.02 |
Energy | 4.51 | 10.61 |
Industrials | 8.21 | 8.32 |
Technology | 0.85 | 3.67 |
Basic Materials | 6.84 | 8.54 |
Consumer Cyclical | 14.43 | 9.31 |
Healthcare | 3.71 | 3.58 |
Consumer Defensive | 0.26 | 1.94 |
Financial Services | 23.99 | 17.32 |
Utilities | 1.65 | 2.52 |
Real Estate | 0.91 | 0.45 |
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