Nippon India Quant Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹214 Cr | ₹89 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 18 Apr 2008 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | BSE 200 |
Turn Over | 37% | 119% |
Expense Ratio | 0.75 | 0.97 |
Manager | Pradeep Kesavan | Ashutosh Bhargava |
ISIN Code | INF200KA1A48 | INF204K01760 |
Exits Load | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Month | -2.87% | -2.01% |
6 Month | -15.33% | -10.76% |
1 Year | -4.19% | 1.66% |
3 Year | 13.1% | 17.92% |
5 Year | 18.67% | 21.23% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | -8.62% | -8.41% |
1 Year | -16.15% | -13.99% |
3 Year | 8.89% | 15.34% |
5 Year | 13.02% | 18.03% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 17.52% | 12.69% |
3 Year | 18.26% | 11.28% |
5 Year | 18.14% | 11.71% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 13.168% | 14.614% |
Sharp | 0.601% | 0.715% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Ashutosh Bhargava |
Total AUM | ₹434274 Cr | ₹121448 Cr |
Fund Manage | 43 | 12 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 1.15699 | 4.0286 |
Large Cap | 92.34448 | 80.08644 |
Mid Cap | 6.49853 | 15.88498 |
Small Cap | - | 0 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 0.1154 | 1.59445 |
Energy | 4.94822 | 4.38908 |
Technology | 12.36294 | 14.22104 |
Industrials | 2.89875 | 9.09309 |
Basic Materials | 6.05915 | 4.45578 |
Consumer Defensive | 29.21674 | 4.40318 |
Financial Services | 12.12074 | 34.44383 |
Healthcare | 20.80895 | 6.80252 |
Consumer Cyclical | 7.96768 | 12.52239 |
Communication Services | 1.5485 | 4.0042 |
Utilities | 1.95293 | 2.44758 |
Real Estate | - | 1.62288 |
Top Comparisons
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns13.6%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.43%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns11.79%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns13.09%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.36%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.53%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns13.31%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns13.59%