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 | 4.11% | 1.52% |
6 Month | -0.63% | 2.61% |
1 Year | 8.22% | 9.77% |
3 Year | 9.68% | 9.27% |
5 Year | 13.36% | 11.49% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | 1.44% | 1.94% |
1 Year | 4.01% | 6.28% |
3 Year | 10.8% | 10.49% |
5 Year | 10.64% | 9.75% |
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 | 0.33% | 0.516% |
Beta | 0.91% | - |
Alpha | 0.71% | - |
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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 | 34.27 | 34.75 |
Large Cap | 42.02 | 55.69 |
Small Cap | 16.55 | 1.55 |
Mid Cap | 7.16 | 8.02 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 33.39 | 34.29 |
Communication Services | 1.48 | 5.41 |
Energy | 4.29 | 6.21 |
Industrials | 6.66 | 12.58 |
Technology | 1.6 | 3.32 |
Consumer Cyclical | 12.41 | 0.83 |
Healthcare | 3.39 | 4.33 |
Basic Materials | 7.46 | 5.5 |
Consumer Defensive | 0.13 | 2.97 |
Financial Services | 27.03 | 19.96 |
Utilities | 1.36 | 4.59 |
Real Estate | 0.8 | - |
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