Quant ESG Equity Fund Regular vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹214 Cr | ₹288 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 100 ESG TRI |
Turn Over | 37% | % |
Expense Ratio | 0.75 | 2.42 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200KA1A48 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 4.56% | 5.25% |
6 Month | -16% | -19.75% |
1 Year | -1.01% | -3.89% |
3 Year | 12.62% | 12.66% |
5 Year | 24% | - |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -3.65% | -9.38% |
1 Year | -10.3% | -21.73% |
3 Year | 10.96% | 11.48% |
5 Year | 14.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 17.52% | 24.8% |
3 Year | 18.26% | 29.82% |
5 Year | 18.14% | - |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.168% | 18.756% |
Sharp | 0.601% | 0.643% |
Beta | - | 1.112% |
Alpha | - | 6.426% |
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Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 1.16 | 13.27 |
Large Cap | 92.34 | 45.01 |
Mid Cap | 6.5 | 21.29 |
Small Cap | - | 20.43 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 0.12 | 13.27 |
Energy | 4.95 | 9.56 |
Technology | 12.36 | 3.22 |
Industrials | 2.9 | - |
Basic Materials | 6.06 | - |
Consumer Defensive | 29.22 | 8.79 |
Financial Services | 12.12 | 32.57 |
Healthcare | 20.81 | 19.88 |
Consumer Cyclical | 7.97 | 6.97 |
Communication Services | 1.55 | - |
Utilities | 1.95 | 5.74 |
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