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

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

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tortoise-icon Quant ESG Equity 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 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) ₹202 Cr ₹278 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 02 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 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 ESG Equity Fund Regular - Growth
1 Month -8.41% -7.08%
6 Month 3.16% 5.05%
1 Year 17.31% 31.29%
3 Year 13.55% 20.51%
5 Year 17.61% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 10.04% 15.38%
3 Year 18.86% 25.4%
5 Year 19.52% -

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%

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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

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