SBI Equity Savings Fund vs Edelweiss Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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 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) ₹5616 Cr ₹539 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 1.19 1.59
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 1.49% 1.57%
6 Month 4.6% 4.41%
1 Year 12.14% 12.92%
3 Year 10.55% 9.58%
5 Year 11.25% 10.59%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.04% 10.49%
3 Year 13.16% 11.93%
5 Year 12.47% 11.04%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 9.19% 8.56%
3 Year 8.81% 8.69%
5 Year 8.62% 8.49%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.73% 3.86%
Sharp 0.7% 0.63%
Beta 0.81% 0.23%
Alpha 1.84% 1.16%

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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Dhawal Dalal
Total AUM ₹434274 Cr ₹25974 Cr
Fund Manage 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 -7.3 35.98
Large Cap 37.02 43.95
Small Cap 20.78 4.55
Mid Cap 13.35 15.51

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -7.3 56.09
Telecom - Services 1.69 -
Petroleum Products 2.35 -
Electrical Equipment 0.45 -
IT - Software 1.83 -
Pharmaceuticals & Biotechnology 1.38 -
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 -
Personal Products 0.09 -
Construction 1.81 1.57
Ferrous Metals 0.64 -
Finance 5.11 -
Capital Markets 0.98 -
Banks 19.06 -
Retailing 0.99 -
Non - Ferrous Metals 2.78 -
Realty 1.94 -
Leisure Services 1.81 -
Consumer Durables 2.76 -
Aerospace & Defense 0.65 -
Fertilizers & Agrochemicals 0.86 -
Chemicals & Petrochemicals 1.48 -
Transport Infrastructure 4.99 -
Automobiles 3.02 -
Transport Services 1.24 -
Insurance 0.1 -
Gas 1 -
Diversified FMCG 0.04 -
Industrial Products 1.72 -
Diversified Metals 0.05 -
Oil 0.11 -
Food Products 0.09 -
Power 0.91 -
Household Products 0.91 -
Auto Components 2.79 -
Financial Technology (Fintech) 0.61 -
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 -
Consumable Fuels 0.17 -
Minerals & Mining 0.13 -
Textiles & Apparels 1.83 -
Beverages 0.14 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

Top Comparisons

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.89%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.86%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.23%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.13%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.56%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns17.12%

Compare Now

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns15.83%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns18.81%

Compare Now
Request call back
Add to Cart Successfully