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) | ₹224 Cr | ₹1043 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 | 3.35% | 6.57% |
6 Month | 12.52% | 18.41% |
1 Year | -6.32% | -2.78% |
3 Year | 14.56% | 19.11% |
5 Year | 17.55% | 18.41% |
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 | 3.97% | 7.18% |
1 Year | 9.14% | 13.76% |
3 Year | 11.86% | 18.61% |
5 Year | 13.39% | 16.79% |
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 | 15.85% | 12.15% |
3 Year | 17.89% | 13.01% |
5 Year | 18.73% | 11.57% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.00% | 13.2% |
Sharp | 0.50% | 0.7% |
Beta | 1.00% | 0.94% |
Alpha | 0.51% | -2.26% |
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 | 1.88 | 5.29 |
Large Cap | 90.56 | 39.54 |
Mid Cap | 7.55 | 26.84 |
Small Cap | - | 28.33 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 0.05 | 0.89 |
Energy | 3.73 | 5.11 |
Technology | 8.01 | 1.3 |
Industrials | 2.81 | 27.53 |
Basic Materials | 8.08 | 21.04 |
Consumer Defensive | 27.26 | 4.81 |
Financial Services | 15.83 | - |
Healthcare | 19.73 | 9.41 |
Consumer Cyclical | 9.61 | 29.92 |
Communication Services | 2.94 | - |
Utilities | 1.94 | - |
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