UTI vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹214 Cr | ₹3334 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 30 Jul 2005 |
Category | Other Themes | Thematic Transportation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty Transportation & Logistics TRI |
Turn Over | 37% | 14% |
Expense Ratio | 0.75 | 1.96 |
Manager | Pradeep Kesavan | Sachin Trivedi |
ISIN Code | INF200KA1A48 | INF789F01299 |
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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 2.83% | 2.07% |
6 Month | -6.88% | -11% |
1 Year | 6.18% | 1.72% |
3 Year | 13.62% | 21.14% |
5 Year | 22.7% | 30.85% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 1.5% | -2.07% |
1 Year | -4.45% | -14.96% |
3 Year | 12.37% | 16.28% |
5 Year | 14.65% | 20.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 17.52% | 13.92% |
3 Year | 18.26% | 15.53% |
5 Year | 18.14% | 15.12% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 13.168% | 16.395% |
Sharp | 0.601% | 0.801% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sachin Trivedi |
Total AUM | ₹434274 Cr | ₹7301 Cr |
Funds Managed | 43 | 3 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 1.16 | 4.64 |
Large Cap | 92.34 | 75.46 |
Mid Cap | 6.5 | 8.44 |
Small Cap | - | 11.46 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 0.12 | 4.64 |
Energy | 4.95 | - |
Technology | 12.36 | - |
Industrials | 2.9 | 15.9 |
Basic Materials | 6.06 | - |
Consumer Defensive | 29.22 | - |
Financial Services | 12.12 | - |
Healthcare | 20.81 | - |
Consumer Cyclical | 7.97 | 79.46 |
Communication Services | 1.55 | - |
Utilities | 1.95 | - |
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