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SBI Equity Minimum Variance Fund vs Quant ESG Equity Fund Regular compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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) | ₹214 Cr | ₹288 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 | 0.75 | 2.42 |
| 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 | 2.83% | 5.38% |
| 6 Month | -6.88% | -11.3% |
| 1 Year | 6.18% | 2.14% |
| 3 Year | 13.62% | 13.76% |
| 5 Year | 22.7% | - |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | -1.5% |
| 1 Year | -4.45% | -13.58% |
| 3 Year | 12.37% | 13.52% |
| 5 Year | 14.65% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.52% | 24.8% |
| 3 Year | 18.26% | 29.82% |
| 5 Year | 18.14% | - |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.168% | 18.756% |
| Sharp | 0.601% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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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 |
| Funds Managed | 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 | 1.16 | 13.27 |
| Large Cap | 92.34 | 45.01 |
| Mid Cap | 6.5 | 21.29 |
| Small Cap | - | 20.43 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 0.12 | 13.27 |
| Energy | 4.95 | 9.56 |
| Technology | 12.36 | 3.22 |
| Industrials | 2.9 | - |
| Basic Materials | 6.06 | - |
| Consumer Defensive | 29.22 | 8.79 |
| Financial Services | 12.12 | 32.57 |
| Healthcare | 20.81 | 19.88 |
| Consumer Cyclical | 7.97 | 6.97 |
| Communication Services | 1.55 | - |
| Utilities | 1.95 | 5.74 |
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