SBI Equity Minimum Variance Fund vs Nippon India Quant 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 | 6.08% | 6.69% |
6 Month | -8.36% | -5.32% |
1 Year | 4.54% | 8.56% |
3 Year | 13.35% | 18.22% |
5 Year | 21.97% | 25.27% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | 1.5% | 1.31% |
1 Year | -4.45% | -0.86% |
3 Year | 12.37% | 19.81% |
5 Year | 14.65% | 20.31% |
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% | 13.02% |
Sharp | 0.601% | 0.7% |
Beta | - | 1% |
Alpha | - | 3.97% |
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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 |
Funds Managed | 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 | 1.16 | 5.89 |
Large Cap | 92.34 | 76.63 |
Mid Cap | 6.5 | 17.48 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 0.12 | 2.97 |
Energy | 4.95 | 4.39 |
Technology | 12.36 | 14.19 |
Industrials | 2.9 | 9.81 |
Basic Materials | 6.06 | 6.12 |
Consumer Defensive | 29.22 | 5.93 |
Financial Services | 12.12 | 32.72 |
Healthcare | 20.81 | 6.32 |
Consumer Cyclical | 7.97 | 11.55 |
Communication Services | 1.55 | 3.52 |
Utilities | 1.95 | 2.48 |
Real Estate | - | 0 |
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