Quant Quantamental Fund Regular 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 Quant Quantamental Fund Regular - Growth

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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 Quant Quantamental Fund Regular - Growth
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹202 Cr ₹2553 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Mar 2019 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY 50 TRI NIFTY 200 TRI
Turn Over 37% %
Expense Ratio 0.74 1.96
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200KA1A48 INF966L01AH5
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
1 Month 1.68% -1.51%
6 Month 14.11% 17.29%
1 Year 36.55% 57.35%
3 Year 18.47% 33.84%
5 Year 21.6% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 13.14% 27.68%
3 Year 35.05% 74.8%
5 Year 68.23% 79.53%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
1 Year 20.8% 30.14%
3 Year 50.96% 81.54%
5 Year 70.87% 82.03%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 11.9% 15.62%
Sharp 1.05% 1.52%
Beta 0.89% 0.88%
Alpha 3.35% 12.52%

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
Name Pradeep Kesavan Sanjeev Sharma
Total AUM ₹434274 Cr ₹39731 Cr
Fund Manage 43 22
SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 7.5 27.43
Large Cap 91.39 55.21
Mid Cap 1.11 13.69
Small Cap - 3.66

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 0.21 6.22
Energy 5.22 20.37
Technology 10.8 2.74
Construction 0.98 -
Metals & Mining 3.39 13.93
Materials 4.63 -
Consumer Staples 28.94 13.05
Financial 9.1 26.6
Healthcare 22.43 1.87
Automobile 6.54 3.1
Insurance 1.8 5.68
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 6.43

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