SBI Equity Minimum Variance Fund vs Sundaram Services Fund Regular Plan compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 | 5.38% | 5.2% |
6 Month | -15.17% | -9.65% |
1 Year | 0.41% | 10.95% |
3 Year | 13.38% | 14.08% |
5 Year | 23.18% | 27.75% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.65% | -4.18% |
1 Year | -10.3% | -3.09% |
3 Year | 10.96% | 15.38% |
5 Year | 14.23% | 18.79% |
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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