SBI Equity Minimum Variance Fund vs Tata Ethical Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹219 Cr | ₹3202 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Mar 2019 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty 500 Shariah TRI |
| Turn Over | 37% | 11.72% |
| Expense Ratio | 0.74 | 1.92 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200KA1A48 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.38% | -4.7% |
| 6 Month | -7.34% | -9.54% |
| 1 Year | 5.58% | 6.66% |
| 3 Year | 13.83% | 9.87% |
| 5 Year | 17.37% | 17.61% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.59% | 1.98% |
| 3 Year | 14.53% | 15.15% |
| 5 Year | 16.96% | 17.72% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.65% | 13.9% |
| 3 Year | 18.46% | 14.05% |
| 5 Year | 18.79% | 14.3% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.9% | 12.5% |
| Sharp | 1.05% | 0.29% |
| Beta | 0.89% | 0.87% |
| Alpha | 3.35% | -0.89% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Fund Manage | 43 | 3 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | -0.05 | 7.33 |
| Large Cap | 93.27 | 41.54 |
| Mid Cap | 6.78 | 36.13 |
| Small Cap | - | 15 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | -0.05 | 7.33 |
| Petroleum Products | 1.84 | 2.13 |
| IT - Software | 10.96 | 16.98 |
| Construction | 1.12 | - |
| Ferrous Metals | 2 | - |
| Consumer Durables | 3.4 | 5.43 |
| Diversified FMCG | 9.79 | 4.49 |
| Non - Ferrous Metals | 0.93 | 1.1 |
| Banks | 6.54 | - |
| Pharmaceuticals & Biotechnology | 16.77 | 12.47 |
| Cement & Cement Products | 2.11 | 4.73 |
| Automobiles | 5.59 | - |
| Insurance | 1.83 | - |
| Agricultural Food & other Products | 4.57 | 2.27 |
| Oil | 0.93 | 1.45 |
| Food Products | 14.32 | 0.81 |
| Aerospace & Defense | 1.15 | - |
| Finance | 2.84 | - |
| Telecom - Services | 1.63 | - |
| Metals & Minerals Trading | 0.93 | - |
| Healthcare Services | 6.02 | 2.99 |
| Consumable Fuels | 0.86 | - |
| Power | 1.89 | - |
| Transport Infrastructure | 0.98 | - |
| Retailing | 1.05 | 1.7 |
| Electrical Equipment | - | 4.28 |
| Industrial Products | - | 6.01 |
| Fertilizers & Agrochemicals | - | 2.92 |
| Chemicals & Petrochemicals | - | 4.69 |
| Auto Components | - | 6.17 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| IT - Services | - | 1.29 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
Top Comparisons
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns5.93%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns6.26%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.07%
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.07%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.2%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6%