SBI Equity Savings Fund vs Tata Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Invest NowTata Equity Savings Fund -Regular Plan-Growth Option
Invest NowChart Comparison
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 | Moderate |
Asset Size (Cr) | ₹5616 Cr | ₹216 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 | 1.19 | 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 |
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | 1.36% | 1.09% |
6 Month | 4.15% | 3.72% |
1 Year | 12.85% | 11.72% |
3 Year | 10.88% | 9.08% |
5 Year | 11.17% | 9.27% |
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.04% | 9.63% |
3 Year | 13.16% | 11.11% |
5 Year | 12.47% | 10.38% |
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 9.19% | 6.98% |
3 Year | 8.81% | 7.02% |
5 Year | 8.62% | 6.87% |
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 4.73% | 3.99% |
Sharp | 0.7% | 0.72% |
Beta | 0.81% | 0.82% |
Alpha | 1.84% | 0.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Fund Manage | 43 | 7 |
SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | -7.3 | 30.31 |
Large Cap | 37.02 | 14.56 |
Small Cap | 20.78 | 1.34 |
Mid Cap | 13.35 | 4.11 |
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | -7.3 | 30.31 |
Telecom - Services | 1.69 | 0.85 |
Petroleum Products | 2.35 | 1.75 |
Electrical Equipment | 0.45 | 0.36 |
IT - Software | 1.83 | 2.76 |
Pharmaceuticals & Biotechnology | 1.38 | 1.32 |
Industrial Manufacturing | 0.6 | 0.46 |
Cement & Cement Products | 0.91 | 0.49 |
Personal Products | 0.09 | - |
Construction | 1.81 | 0.85 |
Ferrous Metals | 0.64 | 0.2 |
Finance | 5.11 | 0.92 |
Capital Markets | 0.98 | - |
Banks | 19.06 | 5.18 |
Retailing | 0.99 | - |
Non - Ferrous Metals | 2.78 | - |
Realty | 1.94 | - |
Leisure Services | 1.81 | - |
Consumer Durables | 2.76 | 0.7 |
Aerospace & Defense | 0.65 | - |
Fertilizers & Agrochemicals | 0.86 | - |
Chemicals & Petrochemicals | 1.48 | - |
Transport Infrastructure | 4.99 | -0.03 |
Automobiles | 3.02 | 0.3 |
Transport Services | 1.24 | 0.41 |
Insurance | 0.1 | -0.01 |
Gas | 1 | - |
Diversified FMCG | 0.04 | 0.67 |
Industrial Products | 1.72 | 0.44 |
Diversified Metals | 0.05 | - |
Oil | 0.11 | - |
Food Products | 0.09 | - |
Power | 0.91 | 1.04 |
Household Products | 0.91 | - |
Auto Components | 2.79 | 0.56 |
Financial Technology (Fintech) | 0.61 | 0.34 |
Metals & Minerals Trading | 0.16 | - |
Healthcare Services | 0.97 | - |
Consumable Fuels | 0.17 | - |
Minerals & Mining | 0.13 | - |
Textiles & Apparels | 1.83 | - |
Beverages | 0.14 | - |
Agricultural, Commercial & Construction Vehicles | - | 0.45 |
Top Comparisons
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns21.08%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns21.78%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.34%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns5.99%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns8.11%
Sundaram Liquid Fund (G)
3Y Returns6.31%
Quant Liquid Fund-Growth
3Y Returns6.12%