Sundaram Services Fund Regular Plan vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Invest NowSundaram Services Fund Regular Plan - Growth
Invest NowChart 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 | 18.19% | 20.12% |
3 Year | 18.45% | 23.24% |
5 Year | 18.9% | 21.71% |
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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Get Free Experts GuidanceScheme 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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