SBI Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹4611 Cr | ₹4866 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Sep 2004 | 01 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 39% |
| Expense Ratio | 1.92 | 1.19 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AM7 | INF200KA1DA4 |
| Exits Load | Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 | Exit load of 0.10% if redeemed within 15 days./365 |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.03% | -0.34% |
| 6 Month | 7.62% | 6.74% |
| 1 Year | 18.35% | 16.28% |
| 3 Year | 11.1% | 10.27% |
| 5 Year | 12.04% | 11.33% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.72% | 7.52% |
| 3 Year | 19.76% | 20.51% |
| 5 Year | 36.61% | 35.97% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 9.1% |
| 3 Year | 9.9% | 8.78% |
| 5 Year | 9.43% | 8.61% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 4.73% |
| Sharp | 0.9% | 0.72% |
| Beta | 0.88% | 0.34% |
| Alpha | 1.46% | 1.58% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Fund Manage | 12 | 43 |
| HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.91 | 26.22 |
| Large Cap | 57.84 | 35.85 |
| Mid Cap | 5.2 | 8.09 |
| Small Cap | 4.05 | 9.59 |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 41.4 | 40.65 |
| Consumer Staples | 1.38 | -6.9388939039072E-17 |
| Financial | 19.39 | 14.68 |
| Metals & Mining | 1.1 | 1.08 |
| Energy | 5.12 | 2.74 |
| Materials | 0.93 | 2.35 |
| Communication | 4.26 | 2.95 |
| Healthcare | 3.01 | 3.2959746043559E-17 |
| Insurance | 0.24 | - |
| Construction | 3.45 | 2.55 |
| Automobile | 2.2 | 0.74 |
| Services | 1.7 | 1.62 |
| Consumer Discretionary | 0.23 | 2 |
| Sovereign | 10.69 | 6.11 |
| Technology | 2.48 | -9.7144514654701E-17 |
| Capital Goods | 1.76 | 0.71 |
| Chemicals | 0.66 | - |
| Textiles | - | 1.57 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.27%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Bandhan Small Cap Fund - Regular Plan - Growth
3Y Returns29.25%
HSBC Small Cap Fund - Regular Growth
3Y Returns30.37%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.74%
Invesco India Flexi Cap Fund - Growth
3Y Returns0%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.3%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.22%