Aditya Birla Sun Life Manufacturing Equity Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹223 Cr | ₹1105 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Mar 2019 | 03 Feb 2015 |
| Category | Other Themes | Manufacturing |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | BSE India Manufacturing TRI |
| Turn Over | 37% | 19% |
| Expense Ratio | 0.75 | 2.25 |
| Manager | Pradeep Kesavan | Harish Krishnan |
| ISIN Code | INF200KA1A48 | INF209KA1YH6 |
| 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 | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.26% | -0.84% |
| 6 Month | 2.35% | 3.66% |
| 1 Year | 6.9% | 2.6% |
| 3 Year | 13.8% | 19.93% |
| 5 Year | 14.32% | 15.85% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.25% | 2.33% |
| 1 Year | 10.01% | 14.77% |
| 3 Year | 10.16% | 15.55% |
| 5 Year | 12.31% | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.66% | 10.88% |
| 3 Year | 17.51% | 13.48% |
| 5 Year | 18% | 11.94% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 13.2% |
| Sharp | 0.51% | 0.82% |
| Beta | 1.05% | 0.95% |
| Alpha | -0.28% | -2.3% |
Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Harish Krishnan |
| Total AUM | ₹434274 Cr | ₹26655 Cr |
| Funds Managed | 43 | 4 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 5.73 |
| Large Cap | 94.47 | 41.61 |
| Mid Cap | 3.21 | 26.81 |
| Small Cap | - | 25.85 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.02 | 0.71 |
| Energy | 3.84 | 5.38 |
| Technology | 6.9 | 1.25 |
| Industrials | 4.06 | 24.53 |
| Basic Materials | 9.72 | 21.08 |
| Healthcare | 18.31 | 10.93 |
| Consumer Defensive | 27.92 | 4.49 |
| Financial Services | 16.99 | - |
| Consumer Cyclical | 7.28 | 30.92 |
| Communication Services | 3.13 | - |
| Utilities | 1.83 | 0.7 |
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