Tata Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart 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) | ₹4866 Cr | ₹156 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 May 2015 | 26 Apr 1997 |
| 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 | 1.11 |
| Manager | Pradeep Kesavan | Sailesh Jain |
| ISIN Code | INF200KA1DA4 | INF277K01907 |
| Exits Load | Exit load of 0.10% if redeemed within 15 days./365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.07% | 0.62% |
| 6 Month | 9.37% | 7.13% |
| 1 Year | 15.94% | 16.57% |
| 3 Year | 10.39% | 9.24% |
| 5 Year | 12.08% | 9.71% |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.52% | 7.44% |
| 3 Year | 20.51% | 17.25% |
| 5 Year | 35.97% | 29% |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.78% | 9.56% |
| 3 Year | 28.27% | 23.27% |
| 5 Year | 38.1% | 31.36% |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.99% |
| Sharp | 0.72% | 0.72% |
| Beta | 0.34% | 0.82% |
| Alpha | 1.58% | 0.33% |
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| 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 |
| 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 | 26.22 | 31.53 |
| Large Cap | 35.85 | 54.06 |
| Mid Cap | 8.09 | 11.87 |
| Small Cap | 9.59 | 2.49 |
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 40.65 | 47.79 |
| Services | 1.62 | 1.78 |
| Healthcare | 3.2959746043559E-17 | 2.05 |
| Financial | 14.68 | 8.65 |
| Consumer Staples | -6.9388939039072E-17 | 2.22 |
| Materials | 2.35 | 0.58 |
| Automobile | 0.74 | 1.64 |
| Energy | 2.74 | 5.12 |
| Technology | -9.7144514654701E-17 | 3.25 |
| Consumer Discretionary | 2 | - |
| Metals & Mining | 1.08 | - |
| Construction | 2.55 | 2.01 |
| Communication | 2.95 | 1.82 |
| Capital Goods | 0.71 | 6.77 |
| Sovereign | 6.11 | 6.7 |
| Textiles | 1.57 | - |
| Insurance | - | 1.17 |
| Unclassified | - | 8.4 |
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