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) | ₹202 Cr | ₹3632 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Mar 2019 | 21 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 | Exit load of 0.5% if redeemed within 15 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.68% | 2.72% |
| 6 Month | 14.11% | 16.68% |
| 1 Year | 36.55% | 33.57% |
| 3 Year | 18.47% | 18.93% |
| 5 Year | 21.6% | 24.52% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.14% | 10.89% |
| 3 Year | 35.05% | 31.75% |
| 5 Year | 68.23% | 74.85% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.8% | 24.09% |
| 3 Year | 50.96% | 59.58% |
| 5 Year | 70.87% | 82.86% |
| 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 | 7.5 | 7 |
| Large Cap | 91.39 | 51.63 |
| Mid Cap | 1.11 | 11.6 |
| Small Cap | - | 29.79 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.21 | 1.68 |
| Energy | 5.22 | 6.24 |
| Technology | 10.8 | 8.99 |
| Construction | 0.98 | 1.48 |
| Metals & Mining | 3.39 | - |
| Materials | 4.63 | - |
| Consumer Staples | 28.94 | - |
| Financial | 9.1 | 38.91 |
| Healthcare | 22.43 | 6 |
| Automobile | 6.54 | - |
| Insurance | 1.8 | 3.89 |
| Consumer Discretionary | 0.86 | 4.58 |
| Communication | 2.93 | 9.31 |
| Services | 2.17 | 15.44 |
| Textiles | - | 1.25 |
| Unclassified | - | 2.25 |
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