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
| 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) | ₹202 Cr | ₹2817 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2019 | 24 May 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 | 0.74 | 1.95 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200KA1A48 | INF277K01956 |
| Exits Load | Exit load of 0.5% if redeemed within 15 days./365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.68% | -6.92% |
| 6 Month | 14.11% | 9.94% |
| 1 Year | 36.55% | 31.25% |
| 3 Year | 18.47% | 14.11% |
| 5 Year | 21.6% | 19.61% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.14% | 14.81% |
| 3 Year | 35.05% | 31.9% |
| 5 Year | 68.23% | 69.56% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.19% | 13.86% |
| 3 Year | 18.45% | 14.11% |
| 5 Year | 18.9% | 14.3% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.9% | 12.5% |
| Sharp | 1.05% | 0.71% |
| Beta | 0.89% | 0.87% |
| Alpha | 3.35% | 0.6% |
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| 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 |
| Fund Manage | 43 | 3 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.5 | 7.3 |
| Large Cap | 91.39 | 44.12 |
| Mid Cap | 1.11 | 34.61 |
| Small Cap | - | 13.97 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.21 | 6.24 |
| Energy | 5.22 | 4.5 |
| Technology | 10.8 | 22.83 |
| Construction | 0.98 | - |
| Metals & Mining | 3.39 | 3.57 |
| Materials | 4.63 | 9.23 |
| Consumer Staples | 28.94 | 10.41 |
| Financial | 9.1 | - |
| Healthcare | 22.43 | 10.15 |
| Automobile | 6.54 | 3.17 |
| Insurance | 1.8 | - |
| Consumer Discretionary | 0.86 | 2.33 |
| Communication | 2.93 | 1.22 |
| Services | 2.17 | 1.22 |
| Capital Goods | - | 14.79 |
| Chemicals | - | 6.1 |
| Diversified | - | 2.05 |
| Textiles | - | 2.19 |
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