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 -8.41% -7.28%
6 Month 3.16% -5.78%
1 Year 17.31% 28.43%
3 Year 13.55% 24.97%
5 Year 17.61% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 10.04% 7.38%
3 Year 18.86% 29.18%
5 Year 19.52% -

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant Quantamental Fund Regular - Growth
1 Year 18.65% 28.68%
3 Year 18.46% 32.4%
5 Year 18.79% -

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 17.86
Large Cap 91.39 69.79
Mid Cap 1.11 2.86
Small Cap - 9.5

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Quant Quantamental Fund Regular - Growth

Others 0.21 17.86
Energy 5.22 -
Technology 10.8 -
Construction 0.98 8.33
Metals & Mining 3.39 -
Materials 4.63 -
Consumer Staples 28.94 -
Financial 9.1 -
Healthcare 22.43 -
Automobile 6.54 -
Insurance 1.8 11.99
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 -
Petroleum Products - 8.87
Pharmaceuticals & Biotechnology - 4.72
Diversified FMCG - 14.4
Cement & Cement Products - 1.02
Finance - 13.99
Food Products - 5.51
Entertainment - 0.92
Power - 7.3
Auto Components - 3.96
Beverages - 1.14

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