UTI vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Invest NowUTI-Transpotation and Logistics Fund-Growth Option
Invest NowChart 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 | 1.68% | -0.51% |
6 Month | 14.11% | 23.56% |
1 Year | 36.55% | 57.19% |
3 Year | 18.47% | 33.46% |
5 Year | 21.6% | 27.76% |
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 13.14% | 29.95% |
3 Year | 35.05% | 70.77% |
5 Year | 68.23% | 121.33% |
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 20.8% | 29.03% |
3 Year | 50.96% | 82.61% |
5 Year | 70.87% | 125.14% |
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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Get Free Experts GuidanceScheme 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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