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

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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 Risk	Very High Risk
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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-2.57%	-2.75%
6 Month	-13.02%	-4.83%
1 Year	-0.96%	9.35%
3 Year	12.86%	15.22%
5 Year	16.21%	17.45%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	-9.01%	-0.6%
3 Year	11.58%	15.36%
5 Year	14.96%	19.2%

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%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	13.168%	13.525%
Sharp	0.601%	0.651%
Beta	-	-
Alpha	-	-

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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
Fund Manage	43	15
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	-0.05	5.56
Large Cap	93.27	43.98
Mid Cap	6.78	16.69
Small Cap	-	33.76

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	-0.05	5.56
Petroleum Products	1.84	4.5
IT - Software	10.96	6.49
Construction	1.12	-
Ferrous Metals	2	-
Consumer Durables	3.4	3.57
Diversified FMCG	9.79	-
Non - Ferrous Metals	0.93	-
Banks	6.54	18.71
Pharmaceuticals & Biotechnology	16.77	-
Cement & Cement Products	2.11	-
Automobiles	5.59	-
Insurance	1.83	3.41
Agricultural Food & other Products	4.57	-
Oil	0.93	-
Food Products	14.32	-
Aerospace & Defense	1.15	-
Finance	2.84	12.08
Telecom - Services	1.63	10.37
Metals & Minerals Trading	0.93	-
Healthcare Services	6.02	7.29
Consumable Fuels	0.86	-
Power	1.89	-
Transport Infrastructure	0.98	1.46
Retailing	1.05	3.99
IT - Services	-	3.17
Capital Markets	-	6.55
Transport Services	-	1.75
Entertainment	-	1.72
Realty	-	1.7
Leisure Services	-	4.29
Commercial Services & Supplies	-	0.98
Financial Technology (Fintech)	-	1.1
Textiles & Apparels	-	1.3