Sundaram Services Fund Regular Plan vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹219 Cr | ₹3875 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 | 0.74 | 1.89 |
| 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 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.38% | -2.86% |
| 6 Month | -7.34% | 1.87% |
| 1 Year | 5.58% | 15.99% |
| 3 Year | 13.83% | 15.86% |
| 5 Year | 17.37% | 19.83% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.59% | 13.21% |
| 3 Year | 14.53% | 20.66% |
| 5 Year | 16.96% | 22.6% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.65% | 20.51% |
| 3 Year | 18.46% | 23% |
| 5 Year | 18.79% | 21.77% |
| 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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| 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 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | -0.05 | 5.56 |
| Large Cap | 93.27 | 43.98 |
| Mid Cap | 6.78 | 16.69 |
| Small Cap | - | 33.76 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | -0.05 | 5.56 |
| Petroleum Products | 1.84 | 4.5 |
| IT - Software | 10.96 | 6.49 |
| Construction | 1.12 | - |
| Ferrous Metals | 2 | - |
| Consumer Durables | 3.4 | 3.57 |
| Diversified FMCG | 9.79 | - |
| Non - Ferrous Metals | 0.93 | - |
| Banks | 6.54 | 18.71 |
| Pharmaceuticals & Biotechnology | 16.77 | - |
| Cement & Cement Products | 2.11 | - |
| Automobiles | 5.59 | - |
| Insurance | 1.83 | 3.41 |
| Agricultural Food & other Products | 4.57 | - |
| Oil | 0.93 | - |
| Food Products | 14.32 | - |
| Aerospace & Defense | 1.15 | - |
| Finance | 2.84 | 12.08 |
| Telecom - Services | 1.63 | 10.37 |
| Metals & Minerals Trading | 0.93 | - |
| Healthcare Services | 6.02 | 7.29 |
| Consumable Fuels | 0.86 | - |
| Power | 1.89 | - |
| Transport Infrastructure | 0.98 | 1.46 |
| Retailing | 1.05 | 3.99 |
| IT - Services | - | 3.17 |
| Capital Markets | - | 6.55 |
| Transport Services | - | 1.75 |
| Entertainment | - | 1.72 |
| Realty | - | 1.7 |
| Leisure Services | - | 4.29 |
| Commercial Services & Supplies | - | 0.98 |
| Financial Technology (Fintech) | - | 1.1 |
| Textiles & Apparels | - | 1.3 |
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