SBI Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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) | ₹5705 Cr | ₹1371 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 | 1.42 | 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 90 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 | 3.42% | 3.95% |
6 Month | -2.12% | -1.51% |
1 Year | 6.56% | 8.21% |
3 Year | 9.22% | 9.52% |
5 Year | 14.27% | 14.95% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | -1.21% | 0.54% |
1 Year | 0.67% | 3.52% |
3 Year | 9.93% | 10.6% |
5 Year | 10.25% | 10.77% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 9.28% | 11.5% |
3 Year | 9.03% | 11.11% |
5 Year | 8.69% | 11.78% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.742% |
Sharp | 0.39% | 0.406% |
Beta | 0.89% | - |
Alpha | 0.52% | - |
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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 |
Funds Managed | 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 | 33.63 | 30.93 |
Large Cap | 39.99 | 53.76 |
Small Cap | 19.15 | 7.82 |
Mid Cap | 7.23 | 7.48 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 32.78 | 29.65 |
Communication Services | 1.86 | 2.23 |
Energy | 4.51 | 4.71 |
Industrials | 8.21 | 7 |
Technology | 0.85 | 8.79 |
Basic Materials | 6.84 | 5.93 |
Consumer Cyclical | 14.43 | 7.7 |
Healthcare | 3.71 | 6.04 |
Consumer Defensive | 0.26 | 2.66 |
Financial Services | 23.99 | 20.06 |
Utilities | 1.65 | 3.68 |
Real Estate | 0.91 | 1.56 |
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