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% | 2.03% |
| 6 Month | 7.62% | 8.07% |
| 1 Year | 18.35% | 15.67% |
| 3 Year | 11.1% | 10.41% |
| 5 Year | 12.04% | 12.42% |
| 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 | 11.81% | 11.78% |
| 3 Year | 28.99% | 28.27% |
| 5 Year | 38.18% | 38.1% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 4.73% |
| Sharp | 0.9% | 0.87% |
| Beta | 0.88% | 0.81% |
| Alpha | 1.46% | 1.67% |
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| 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 |
| Financial | 19.39 | 14.68 |
| Consumer Staples | 1.38 | 5.5511151231258E-17 |
| Automobile | 2.2 | 0.74 |
| Consumer Discretionary | 0.23 | 2 |
| Sovereign | 10.69 | 6.11 |
| Services | 1.7 | 1.62 |
| Construction | 3.45 | 2.55 |
| Communication | 4.26 | 2.95 |
| Metals & Mining | 1.1 | 1.08 |
| Technology | 2.48 | -1.1102230246252E-16 |
| Energy | 5.12 | 2.74 |
| Healthcare | 3.01 | 0 |
| Capital Goods | 1.76 | 0.71 |
| Materials | 0.93 | 2.35 |
| Insurance | 0.24 | - |
| Chemicals | 0.66 | - |
| Textiles | - | 1.57 |
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