UTI vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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 Risk	Very High Risk
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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-2.57%	-3.11%
6 Month	-13.02%	-16.39%
1 Year	-0.96%	2.36%
3 Year	12.86%	19.83%
5 Year	16.21%	20.63%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-10.54%	-16.17%
3 Year	11.07%	17.14%
5 Year	14.86%	21.76%

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%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.168%	15.812%
Sharp	0.601%	0.9%
Beta	-	-
Alpha	-	-

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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	-0.05	4.07
Large Cap	93.27	73.25
Mid Cap	6.78	14.49
Small Cap	-	8.18

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	-0.05	4.07
Petroleum Products	1.84	-
IT - Software	10.96	-
Construction	1.12	-
Ferrous Metals	2	-
Consumer Durables	3.4	-
Diversified FMCG	9.79	-
Non - Ferrous Metals	0.93	-
Banks	6.54	-
Pharmaceuticals & Biotechnology	16.77	-
Cement & Cement Products	2.11	-
Automobiles	5.59	57.44
Insurance	1.83	-
Agricultural Food & other Products	4.57	-
Oil	0.93	-
Food Products	14.32	-
Aerospace & Defense	1.15	-
Finance	2.84	0.42
Telecom - Services	1.63	-
Metals & Minerals Trading	0.93	-
Healthcare Services	6.02	-
Consumable Fuels	0.86	-
Power	1.89	-
Transport Infrastructure	0.98	5.68
Retailing	1.05	2.38
Auto Components	-	18.94
Transport Services	-	8
Agricultural, Commercial & Construction Vehicles	-	2.04
Industrial Products	-	0.91
Commercial Services & Supplies	-	0.11