SBI Equity Savings Fund vs Tata Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹5705 Cr | ₹250 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 18 Aug 2003 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 59.93% |
Expense Ratio | 1.42 | 1.13 |
Manager | Pradeep Kesavan | Sailesh Jain |
ISIN Code | INF200KA1DA4 | INF277K01907 |
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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | 3.42% | 2.06% |
6 Month | -2.21% | 1.05% |
1 Year | 7.27% | 8.86% |
3 Year | 9.33% | 8.82% |
5 Year | 13.88% | 11.54% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | -1.21% | 1.04% |
1 Year | 0.67% | 4.95% |
3 Year | 9.93% | 10.16% |
5 Year | 10.25% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 9.28% | 7.05% |
3 Year | 9.03% | 7.05% |
5 Year | 8.69% | 6.89% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 4.73% | 4.048% |
Sharp | 0.39% | 0.516% |
Beta | 0.89% | - |
Alpha | 0.52% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sailesh Jain |
Total AUM | ₹434274 Cr | ₹17041 Cr |
Funds Managed | 43 | 7 |
SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 33.63 | 34.75 |
Large Cap | 39.99 | 55.69 |
Small Cap | 19.15 | 1.55 |
Mid Cap | 7.23 | 8.02 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 32.78 | 34.29 |
Communication Services | 1.86 | 5.41 |
Energy | 4.51 | 6.21 |
Industrials | 8.21 | 12.58 |
Technology | 0.85 | 3.32 |
Basic Materials | 6.84 | 5.5 |
Consumer Cyclical | 14.43 | 0.83 |
Healthcare | 3.71 | 4.33 |
Consumer Defensive | 0.26 | 2.97 |
Financial Services | 23.99 | 19.96 |
Utilities | 1.65 | 4.59 |
Real Estate | 0.91 | - |
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