SBI Equity Minimum Variance Fund vs UTI compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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 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 Very High
Asset Size (Cr) ₹202 Cr ₹3435 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Mar 2019 01 Aug 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 0.74 1.91
Manager Pradeep Kesavan Sachin Trivedi
ISIN Code INF200KA1A48 INF789F01299
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -6.02% -8.72%
6 Month 8.27% 3.31%
1 Year 24.26% 38.97%
3 Year 14.58% 22.61%
5 Year 18.47% 22.49%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 10.04% 14.31%
3 Year 18.86% 28.6%
5 Year 19.52% 27.6%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 18.65% 13.71%
3 Year 18.46% 15.14%
5 Year 18.79% 14.74%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 11.9% 14.14%
Sharp 1.05% 1.69%
Beta 0.89% 0.94%
Alpha 3.35% -1.54%

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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 7.5 6.08
Large Cap 91.39 63.32
Mid Cap 1.11 25.01
Small Cap - 5.59

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 0.21 6.01
Energy 5.22 0.1
Technology 10.8 -
Construction 0.98 -
Metals & Mining 3.39 0.88
Materials 4.63 -
Consumer Staples 28.94 -
Financial 9.1 0.9
Healthcare 22.43 -
Automobile 6.54 74.8
Insurance 1.8 -
Consumer Discretionary 0.86 -
Communication 2.93 -
Services 2.17 14.01
Capital Goods - 3.3

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