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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 | 6.08% | 3.85% |
| 6 Month | -8.36% | -13.82% |
| 1 Year | 4.54% | 1.49% |
| 3 Year | 13.35% | 8.62% |
| 5 Year | 21.97% | 20.39% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | -3.9% |
| 1 Year | -4.45% | -15.19% |
| 3 Year | 12.37% | 8.35% |
| 5 Year | 14.65% | 12.3% |
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% | 0.15% |
| Beta | - | 0.87% |
| Alpha | - | -0.77% |
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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 | 9.42 |
| Large Cap | 92.34 | 39.68 |
| Mid Cap | 6.5 | 35.67 |
| Small Cap | - | 15.23 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.12 | 9.42 |
| Energy | 4.95 | 5.98 |
| Technology | 12.36 | 16.25 |
| Industrials | 2.9 | 12.67 |
| Basic Materials | 6.06 | 12.39 |
| Consumer Defensive | 29.22 | 11.69 |
| Financial Services | 12.12 | - |
| Healthcare | 20.81 | 15.21 |
| Consumer Cyclical | 7.97 | 12.35 |
| Communication Services | 1.55 | - |
| Utilities | 1.95 | 4.03 |
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