Nippon India Quant Fund vs SBI Equity Minimum Variance Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹219 Cr ₹83 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 0.74 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 -0.59% 1.98%
6 Month -2.18% 3.16%
1 Year 10.35% 21.4%
3 Year 14.58% 21.01%
5 Year 17.6% 21.72%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Nippon India Quant Fund -Growth Plan - Growth Option
6 Month - -
1 Year -0.93% 12.73%
3 Year 15.09% 25.16%
5 Year 17.44% 24.24%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Year 18.65% 12.36%
3 Year 18.46% 11.1%
5 Year 18.79% 11.62%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation 11.9% 13.02%
Sharp 1.05% 1.06%
Beta 0.89% 0.99%
Alpha 3.35% 5.41%

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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 7.5 1.03
Large Cap 91.39 81.28
Mid Cap 1.11 17.69

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Nippon India Quant Fund -Growth Plan - Growth Option

Others 0.21 1.03
Energy 5.22 -
Technology 10.8 -
Construction 0.98 3.48
Metals & Mining 3.39 -
Materials 4.63 -
Consumer Staples 28.94 -
Financial 9.1 -
Healthcare 22.43 -
Automobile 6.54 -
Insurance 1.8 2.6
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 -
Petroleum Products - 4.96
IT - Software - 11.95
Banks - 21.88
Aerospace & Defense - 3.85
Realty - 2.25
Automobiles - 7.45
Electrical Equipment - 1.43
Finance - 5.13
Diversified Metals - 2.79
Consumer Durables - 4.43
Personal Products - 1.47
Industrial Products - 1.85
Gas - 1.92
Telecom - Services - 4.07
Consumable Fuels - 2.01
Pharmaceuticals & Biotechnology - 3.89
Transport Services - 1.95
Power - 3.19
Retailing - 2.06
Auto Components - 2.18
Beverages - 2.18

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