SBI Equity Minimum Variance Fund vs Quant ESG Equity Fund Regular compare

Link copied to clipboard!

tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant ESG Equity Fund Regular - Growth

Invest Now

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 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) ₹219 Cr ₹309 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 0.74 2.39
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 -1.02% -1.8%
6 Month -7.57% -10.94%
1 Year 5.74% 9.43%
3 Year 13.14% 17.06%
5 Year 16.94% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year -3.77% -5.39%
3 Year 13.91% 18.62%
5 Year 16.56% -

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
1 Year 18.65% 25.14%
3 Year 18.46% 30.59%
5 Year 18.79% -

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 11.9% 17.3%
Sharp 1.05% 1.25%
Beta 0.89% 0.94%
Alpha 3.35% 12.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 7.5 9.98
Large Cap 91.39 55.99
Mid Cap 1.11 5.88
Small Cap - 28.14

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Quant ESG Equity Fund Regular - Growth

Others 0.21 9.98
Energy 5.22 -
Technology 10.8 -
Construction 0.98 -
Metals & Mining 3.39 -
Materials 4.63 -
Consumer Staples 28.94 -
Financial 9.1 -
Healthcare 22.43 -
Automobile 6.54 -
Insurance 1.8 16.89
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 -
Petroleum Products - 9.32
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

Top Comparisons

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns6.02%

VS

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.35%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.61%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns11.61%

VS

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns18.73%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns14.73%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns13.85%

Compare Now
Request call back
Add to Cart Successfully