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SBI Equity Minimum Variance Fund vs UTI compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹214 Cr | ₹3334 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Mar 2019 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 37% | 14% |
| Expense Ratio | 0.75 | 1.96 |
| Manager | Pradeep Kesavan | Sachin Trivedi |
| ISIN Code | INF200KA1A48 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -2.57% | -3.11% |
| 6 Month | -13.02% | -16.39% |
| 1 Year | -0.96% | 2.36% |
| 3 Year | 12.86% | 19.83% |
| 5 Year | 16.21% | 20.63% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -9.01% | -15.67% |
| 3 Year | 11.58% | 17.28% |
| 5 Year | 14.96% | 21.42% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 17.52% | 13.92% |
| 3 Year | 18.26% | 15.53% |
| 5 Year | 18.14% | 15.12% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.168% | 15.812% |
| Sharp | 0.601% | 0.9% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sachin Trivedi |
| Total AUM | ₹434274 Cr | ₹7301 Cr |
| Fund Manage | 43 | 3 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | -0.05 | 4.07 |
| Large Cap | 93.27 | 73.25 |
| Mid Cap | 6.78 | 14.49 |
| Small Cap | - | 8.18 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | -0.05 | 4.07 |
| Petroleum Products | 1.84 | - |
| IT - Software | 10.96 | - |
| Construction | 1.12 | - |
| Ferrous Metals | 2 | - |
| Consumer Durables | 3.4 | - |
| Diversified FMCG | 9.79 | - |
| Non - Ferrous Metals | 0.93 | - |
| Banks | 6.54 | - |
| Pharmaceuticals & Biotechnology | 16.77 | - |
| Cement & Cement Products | 2.11 | - |
| Automobiles | 5.59 | 57.44 |
| Insurance | 1.83 | - |
| Agricultural Food & other Products | 4.57 | - |
| Oil | 0.93 | - |
| Food Products | 14.32 | - |
| Aerospace & Defense | 1.15 | - |
| Finance | 2.84 | 0.42 |
| Telecom - Services | 1.63 | - |
| Metals & Minerals Trading | 0.93 | - |
| Healthcare Services | 6.02 | - |
| Consumable Fuels | 0.86 | - |
| Power | 1.89 | - |
| Transport Infrastructure | 0.98 | 5.68 |
| Retailing | 1.05 | 2.38 |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Industrial Products | - | 0.91 |
| Commercial Services & Supplies | - | 0.11 |
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