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) | ₹219 Cr | ₹3478 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 | 0.74 | 1.93 |
| 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 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -1.02% | -3.33% |
| 6 Month | -7.57% | -11.72% |
| 1 Year | 5.74% | 12.78% |
| 3 Year | 13.14% | 20.39% |
| 5 Year | 16.94% | 20.12% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.77% | -4.59% |
| 3 Year | 13.91% | 22.24% |
| 5 Year | 16.56% | 24.35% |
| 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 | 4.07 |
| Large Cap | 91.39 | 73.25 |
| Mid Cap | 1.11 | 14.49 |
| Small Cap | - | 8.18 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.21 | 4.07 |
| 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 | - |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Industrial Products | - | 0.91 |
| Transport Infrastructure | - | 5.68 |
| Retailing | - | 2.38 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
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