SBI Equity Minimum Variance Fund vs Nippon India Quant 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) ₹202 Cr ₹71 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Mar 2019 02 Feb 2005
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 0.98
Manager Pradeep Kesavan Ashutosh Bhargava
ISIN Code INF200KA1A48 INF204K01760
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Month 1.68% 3.43%
6 Month 14.11% 20.89%
1 Year 36.55% 43.83%
3 Year 18.47% 21.86%
5 Year 21.6% 24.62%

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 13.14% 17.92%
3 Year 35.05% 46.32%
5 Year 68.23% 85.26%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Year 20.8% 23.82%
3 Year 50.96% 63.08%
5 Year 70.87% 92.1%

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% 1.13%
Beta 0.89% 1%
Alpha 3.35% 5.73%

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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 3.89
Large Cap 91.39 80.36
Mid Cap 1.11 15.75

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Nippon India Quant Fund -Growth Plan - Growth Option

Others 0.21 3.89
Energy 5.22 11.29
Technology 10.8 6.1
Construction 0.98 6.93
Metals & Mining 3.39 3.33
Materials 4.63 2.8
Consumer Staples 28.94 9.19
Financial 9.1 32.02
Healthcare 22.43 3.41
Automobile 6.54 11.03
Insurance 1.8 -
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 1.93
Capital Goods - 8.08

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