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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 | 3.34% | 2.06% |
| 6 Month | -1.97% | 0.89% |
| 1 Year | 7.3% | 8.86% |
| 3 Year | 9.62% | 9.02% |
| 5 Year | 13.86% | 11.53% |
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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