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SBI Equity Minimum Variance Fund vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services Fund Regular Plan - 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 Sundaram Services Fund Regular Plan - Growth
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹214 Cr ₹3793 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Mar 2019 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Service Sector TRI
Turn Over 37% 29%
Expense Ratio 0.75 1.94
Manager Pradeep Kesavan Rohit Seksaria
ISIN Code INF200KA1A48 INF903JA1EX7
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 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Month 6.08% 10.31%
6 Month -8.36% -3.08%
1 Year 4.54% 15.22%
3 Year 13.35% 15.83%
5 Year 21.97% 27.32%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month 1.5% 3.36%
1 Year -4.45% 7.16%
3 Year 12.37% 18.6%
5 Year 14.65% 20.28%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 17.52% 20.46%
3 Year 18.26% 22.46%
5 Year 18.14% 21.59%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.168% 13.733%
Sharp 0.601% 0.606%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Name Pradeep Kesavan Rohit Seksaria
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 15
SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 1.16 9.97
Large Cap 92.34 50.92
Mid Cap 6.5 10.3
Small Cap - 28.8

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 0.12 6.38
Energy 4.95 5.11
Technology 12.36 7.92
Industrials 2.9 5.77
Basic Materials 6.06 -
Consumer Defensive 29.22 -
Financial Services 12.12 37.21
Healthcare 20.81 7.46
Consumer Cyclical 7.97 12.78
Communication Services 1.55 15.5
Utilities 1.95 -
Real Estate - 1.87

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