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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
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 | -3.25% | -4.19% |
| 6 Month | -17.02% | -11.99% |
| 1 Year | -3.93% | 7.34% |
| 3 Year | 12.94% | 14.74% |
| 5 Year | 20.5% | 22.38% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.62% | -8.09% |
| 1 Year | -16.15% | -8.82% |
| 3 Year | 8.89% | 13% |
| 5 Year | 13.02% | 17.58% |
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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