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UTI vs SBI Equity Minimum Variance Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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