SBI Equity Savings Fund vs Nippon India Equity Savings Fund compare

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

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Fund SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹4866 Cr ₹481 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 30 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 544%
Expense Ratio 1.19 1.65
Manager Pradeep Kesavan Anand Devendra Gupta
ISIN Code INF200KA1DA4 INF204KA1W02
Exits Load Exit load of 0.10% if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month 1.83% 1.21%
6 Month 10.16% 7.14%
1 Year 15.48% 12.31%
3 Year 10.39% 8.03%
5 Year 12.28% 5.2%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month - -
1 Year 7.52% 5.83%
3 Year 20.51% 15.62%
5 Year 35.97% 24.41%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year 11.78% 7.02%
3 Year 28.27% 19.53%
5 Year 38.1% 25.76%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation 4.73% 4.11%
Sharp 0.69% 0.32%
Beta 0.83% 0.71%
Alpha 1.59% -0.25%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name Pradeep Kesavan Anand Devendra Gupta
Total AUM ₹434274 Cr ₹12754 Cr
Fund Manage 43 3
SBI Equity Savings Fund - Regular Plan - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 26.22 31.52
Large Cap 35.85 61.97
Mid Cap 8.09 4.66
Small Cap 9.59 1.82

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 40.65 53.87
Services 1.62 0.96
Healthcare 3.2959746043559E-17 0.68
Financial 14.68 16.99
Consumer Staples -6.9388939039072E-17 1.2
Materials 2.35 1.52
Automobile 0.74 1.2
Energy 2.74 2.16
Technology -9.7144514654701E-17 1.75
Consumer Discretionary 2 -
Metals & Mining 1.08 1.84
Construction 2.55 1.21
Communication 2.95 1.51
Capital Goods 0.71 1.38
Sovereign 6.11 13.52
Textiles 1.57 -
Chemicals - 0
Insurance - 0.18

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