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) ₹202 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Mar 2019 21 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 0.74 1.89
Manager Pradeep Kesavan Rohit Seksaria
ISIN Code INF200KA1A48 INF903JA1EX7
Exits Load Exit load of 0.5% if redeemed within 15 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Month 1.68% 2.72%
6 Month 14.11% 16.68%
1 Year 36.55% 33.57%
3 Year 18.47% 18.93%
5 Year 21.6% 24.52%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 13.14% 10.89%
3 Year 35.05% 31.75%
5 Year 68.23% 74.85%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 20.8% 24.09%
3 Year 50.96% 59.58%
5 Year 70.87% 82.86%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 11.9% 12.7%
Sharp 1.05% 0.94%
Beta 0.89% 0.83%
Alpha 3.35% 5.93%

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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
Fund Manage 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 7.5 7
Large Cap 91.39 51.63
Mid Cap 1.11 11.6
Small Cap - 29.79

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Sundaram Services Fund Regular Plan - Growth

Others 0.21 1.68
Energy 5.22 6.24
Technology 10.8 8.99
Construction 0.98 1.48
Metals & Mining 3.39 -
Materials 4.63 -
Consumer Staples 28.94 -
Financial 9.1 38.91
Healthcare 22.43 6
Automobile 6.54 -
Insurance 1.8 3.89
Consumer Discretionary 0.86 4.58
Communication 2.93 9.31
Services 2.17 15.44
Textiles - 1.25
Unclassified - 2.25

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