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) ₹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

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -0.59% -0.8%
6 Month -2.18% -10.71%
1 Year 10.35% 20.42%
3 Year 14.58% 24.38%
5 Year 17.6% 21.76%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year -0.93% 0.97%
3 Year 15.09% 24.38%
5 Year 17.44% 25.73%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 7.5 4.07
Large Cap 91.39 73.25
Mid Cap 1.11 14.49
Small Cap - 8.18

Sector Allocation

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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