Tata Ethical Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹214 Cr | ₹3253 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 21 Aug 1996 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty 500 Shariah TRI |
Turn Over | 37% | 11.72% |
Expense Ratio | 0.75 | 1.92 |
Manager | Pradeep Kesavan | Abhinav Sharma |
ISIN Code | INF200KA1A48 | INF277K01956 |
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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | 5.6% | 6.23% |
6 Month | -15.82% | -16.51% |
1 Year | 0.41% | 2.31% |
3 Year | 13.87% | 9.18% |
5 Year | 23.73% | 22.58% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | -3.65% | -7.74% |
1 Year | -10.3% | -16.45% |
3 Year | 10.96% | 8.58% |
5 Year | 14.23% | 12.85% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 17.52% | 13.97% |
3 Year | 18.26% | 13.84% |
5 Year | 18.14% | 14.38% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.168% | 12.5% |
Sharp | 0.601% | 0.18% |
Beta | - | 0.87% |
Alpha | - | -0.47% |
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Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Abhinav Sharma |
Total AUM | ₹434274 Cr | ₹5613 Cr |
Funds Managed | 43 | 3 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.16 | 6.72 |
Large Cap | 92.34 | 42.48 |
Mid Cap | 6.5 | 35.24 |
Small Cap | - | 15.55 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 0.12 | 6.72 |
Energy | 4.95 | 5.98 |
Technology | 12.36 | 17.43 |
Industrials | 2.9 | 15.26 |
Basic Materials | 6.06 | 12.47 |
Consumer Defensive | 29.22 | 11.79 |
Financial Services | 12.12 | - |
Healthcare | 20.81 | 15.05 |
Consumer Cyclical | 7.97 | 11.39 |
Communication Services | 1.55 | - |
Utilities | 1.95 | 3.91 |
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