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Two Equity savings funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Equity Savings Fund vs Edelweiss Equity Savings Fund, as of 9 Nov 2026: SBI Equity Savings Fund NAV ₹27.68, 3Y CAGR 8.2%, expense ratio 1.46%; Edelweiss Equity Savings Fund NAV ₹30.96, 3Y CAGR 11.4%, expense ratio 1.08%; about 33% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Equity Savings Fund Direct Growth | Edelweiss Equity Savings Fund Direct Growth | |
|---|---|---|
| Category | Equity savings | Equity savings |
| Fund house | SBI Mutual Fund | Edelweiss Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹27.68 (9 Nov 2026) | ₹30.96 (9 Nov 2026) |
| 1Y return | 3.3% | 7.9% |
| 3Y CAGR | 8.2% | 11.4% |
| 5Y CAGR | 8.0% | 9.6% |
| Since launch (CAGR) | 9.3% | 10.6% |
| Expense ratio | 1.46% | 1.08% |
| AUM | ₹5,375 cr | ₹1,796 cr |
| Risk-o-meter | High | Moderate |
| Benchmark | Nifty Equity Savings Index | Nifty Equity Savings Index |
| Minimum SIP | ₹500 | ₹100 |
| Holdings | 107 | 157 |
| Top 10 holdings weight | 38.7% | 36.0% |
| Portfolio overlap | About 33% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Edelweiss Equity Savings Fund has the higher 5-year CAGR (as of 9 Nov 2026): SBI Equity Savings Fund 8.0% a year vs Edelweiss Equity Savings Fund 9.6% a year. Past performance is not indicative of future results.
Edelweiss Equity Savings Fund costs less: SBI Equity Savings Fund charges 1.46% a year and Edelweiss Equity Savings Fund 1.08% a year.
SBI Equity Savings Fund is larger: SBI Equity Savings Fund manages ₹5,375 cr and Edelweiss Equity Savings Fund ₹1,796 cr (as of 9 Nov 2026).
About 33% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
SBI Equity Savings Fund is rated "High" and Edelweiss Equity Savings Fund "Moderate" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer