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
| 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) | ₹202 Cr | ₹3435 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Mar 2019 | 01 Aug 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 | 0.74 | 1.91 |
| Manager | Pradeep Kesavan | Sachin Trivedi |
| ISIN Code | INF200KA1A48 | INF789F01299 |
| Exits Load | Exit load of 0.5% if redeemed within 15 days./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -6.02% | -8.72% |
| 6 Month | 8.27% | 3.31% |
| 1 Year | 24.26% | 38.97% |
| 3 Year | 14.58% | 22.61% |
| 5 Year | 18.47% | 22.49% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.04% | 14.31% |
| 3 Year | 18.86% | 28.6% |
| 5 Year | 19.52% | 27.6% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 18.65% | 13.71% |
| 3 Year | 18.46% | 15.14% |
| 5 Year | 18.79% | 14.74% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.9% | 14.14% |
| Sharp | 1.05% | 1.69% |
| Beta | 0.89% | 0.94% |
| Alpha | 3.35% | -1.54% |
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| 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 |
| Fund Manage | 43 | 3 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 7.5 | 6.08 |
| Large Cap | 91.39 | 63.32 |
| Mid Cap | 1.11 | 25.01 |
| Small Cap | - | 5.59 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.21 | 6.01 |
| Energy | 5.22 | 0.1 |
| Technology | 10.8 | - |
| Construction | 0.98 | - |
| Metals & Mining | 3.39 | 0.88 |
| Materials | 4.63 | - |
| Consumer Staples | 28.94 | - |
| Financial | 9.1 | 0.9 |
| Healthcare | 22.43 | - |
| Automobile | 6.54 | 74.8 |
| Insurance | 1.8 | - |
| Consumer Discretionary | 0.86 | - |
| Communication | 2.93 | - |
| Services | 2.17 | 14.01 |
| Capital Goods | - | 3.3 |
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