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) | ₹219 Cr | ₹3202 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 | 0.74 | 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 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.02% | -3.69% |
| 6 Month | -7.57% | -7.83% |
| 1 Year | 5.74% | 7.88% |
| 3 Year | 13.14% | 9.62% |
| 5 Year | 16.94% | 17.86% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.77% | -2.09% |
| 3 Year | 13.91% | 13.36% |
| 5 Year | 16.56% | 16.72% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.65% | 13.9% |
| 3 Year | 18.46% | 14.05% |
| 5 Year | 18.79% | 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% | 0.29% |
| Beta | 0.89% | 0.87% |
| Alpha | 3.35% | -0.89% |
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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 | 7.33 |
| Large Cap | 91.39 | 41.54 |
| Mid Cap | 1.11 | 36.13 |
| Small Cap | - | 15 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.21 | 7.33 |
| Energy | 5.22 | - |
| Technology | 10.8 | - |
| Construction | 0.98 | - |
| Metals & Mining | 3.39 | - |
| Materials | 4.63 | - |
| Consumer Staples | 28.94 | - |
| Financial | 9.1 | - |
| Healthcare | 22.43 | - |
| Automobile | 6.54 | - |
| Insurance | 1.8 | - |
| Consumer Discretionary | 0.86 | - |
| Communication | 2.93 | - |
| Services | 2.17 | - |
| Electrical Equipment | - | 4.28 |
| Industrial Products | - | 6.01 |
| Consumer Durables | - | 5.43 |
| Fertilizers & Agrochemicals | - | 2.92 |
| Petroleum Products | - | 2.13 |
| Diversified FMCG | - | 4.49 |
| Pharmaceuticals & Biotechnology | - | 12.47 |
| IT - Software | - | 16.98 |
| Healthcare Services | - | 2.99 |
| Cement & Cement Products | - | 4.73 |
| Chemicals & Petrochemicals | - | 4.69 |
| Auto Components | - | 6.17 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| IT - Services | - | 1.29 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Retailing | - | 1.7 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
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