SBI Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5616 Cr ₹1353 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 May 2015 17 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 39% 620%
Expense Ratio 1.19 1.32
Manager Pradeep Kesavan Mahendra Kumar Jajoo
ISIN Code INF200KA1DA4 INF769K01EI5
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 Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month -1.83% -1.06%
6 Month 1.58% 0.67%
1 Year 8.78% 9.4%
3 Year 9.3% 8.91%
5 Year 10.6% 11.17%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 6.02% 6.27%
3 Year 11.49% 11.04%
5 Year 11.44% 11.38%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 9.19% 11.46%
3 Year 8.81% 11.28%
5 Year 8.62% 11.9%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.73% 5.04%
Sharp 0.59% 0.76%
Beta 0.81% 1%
Alpha 1.92% 0.74%

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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Pradeep Kesavan Mahendra Kumar Jajoo
Total AUM ₹434274 Cr ₹8876 Cr
Fund Manage 43 4
SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others -7.3 2.73
Large Cap 37.02 51.12
Small Cap 20.78 6.29
Mid Cap 13.35 8.85

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others -7.3 2.73
Telecom - Services 1.69 2.23
Petroleum Products 2.35 2.74
Electrical Equipment 0.45 1.44
IT - Software 1.83 7.49
Pharmaceuticals & Biotechnology 1.38 4.42
Industrial Manufacturing 0.6 -
Cement & Cement Products 0.91 1.49
Personal Products 0.09 0.56
Construction 1.81 1.53
Ferrous Metals 0.64 2.04
Finance 5.11 3.22
Capital Markets 0.98 1.24
Banks 19.06 12.09
Retailing 0.99 1
Non - Ferrous Metals 2.78 0.4
Realty 1.94 1.67
Leisure Services 1.81 0.16
Consumer Durables 2.76 2.75
Aerospace & Defense 0.65 1.6
Fertilizers & Agrochemicals 0.86 0.1
Chemicals & Petrochemicals 1.48 0.28
Transport Infrastructure 4.99 0.63
Automobiles 3.02 4.9
Transport Services 1.24 0.62
Insurance 0.1 1.2
Gas 1 1.05
Diversified FMCG 0.04 1.58
Industrial Products 1.72 0.45
Diversified Metals 0.05 0.44
Oil 0.11 0.65
Food Products 0.09 -
Power 0.91 2.53
Household Products 0.91 -
Auto Components 2.79 0.41
Financial Technology (Fintech) 0.61 0.18
Metals & Minerals Trading 0.16 -
Healthcare Services 0.97 0.64
Consumable Fuels 0.17 1.52
Minerals & Mining 0.13 -
Textiles & Apparels 1.83 0.29
Beverages 0.14 0.17
Agricultural, Commercial & Construction Vehicles - 0.55

Top Comparisons

Kotak Equity Savings Fund - Regular - Growth Kotak Equity Savings Fund - Regular - Growth

3Y Returns10.52%

VS

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns5.95%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns8.22%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.54%

Compare Now

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.39%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Retirement Fund - Pure Equity - Growth Option ICICI Prudential Retirement Fund - Pure Equity - Growth Option

3Y Returns18.53%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns14.65%

Compare Now
Request call back
Add to Cart Successfully