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% | 4.53% |
6 Month | 14.11% | 20.69% |
1 Year | 36.55% | 32.2% |
3 Year | 18.47% | 15.64% |
5 Year | 21.6% | 23.42% |
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 | 20.8% | 22.58% |
3 Year | 50.96% | 52.72% |
5 Year | 70.87% | 75.06% |
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% | 0.91% |
Beta | 0.89% | 0.88% |
Alpha | 3.35% | 1.52% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 91.39 | 44.12 |
Others | 7.5 | 7.3 |
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 |
---|---|---|
Consumer Staples | 28.94 | 10.41 |
Healthcare | 22.43 | 10.15 |
Technology | 10.8 | 22.83 |
Communication | 2.93 | 1.22 |
Materials | 4.63 | 9.23 |
Automobile | 6.54 | 3.17 |
Metals & Mining | 3.39 | 3.57 |
Energy | 5.22 | 4.5 |
Financial | 9.1 | - |
Services | 2.17 | 1.22 |
Construction | 0.98 | - |
Insurance | 1.8 | - |
Consumer Discretionary | 0.86 | 2.33 |
Others | 0.21 | 6.24 |
Capital Goods | - | 14.79 |
Chemicals | - | 6.1 |
Textiles | - | 2.19 |
Diversified | - | 2.05 |
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