Quant ESG Equity Fund Regular vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹224 Cr | ₹288 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 100 ESG TRI |
Turn Over | 37% | % |
Expense Ratio | 0.75 | 2.42 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200KA1A48 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | 0.51% | -5.04% |
6 Month | 11.51% | 9.47% |
1 Year | -7.29% | -17.29% |
3 Year | 13.68% | 13.75% |
5 Year | 16.99% | - |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 1.47% | -3.45% |
1 Year | 2.7% | -9.06% |
3 Year | 10.51% | 8.64% |
5 Year | 12.93% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 15.85% | 21.51% |
3 Year | 17.89% | 27.16% |
5 Year | 18.73% | - |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.04% | 18.756% |
Sharp | 0.57% | 0.643% |
Beta | 1.00% | 1.112% |
Alpha | -0.30% | 6.426% |
Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 2.08 | 17.05 |
Large Cap | 90.38 | 56.62 |
Mid Cap | 7.54 | 6.37 |
Small Cap | - | 19.96 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 0.16 | 13.28 |
Energy | 3.87 | 0.44 |
Technology | 7.98 | 6.68 |
Industrials | 2.9 | - |
Basic Materials | 7.92 | - |
Consumer Defensive | 26.68 | 8.25 |
Financial Services | 16.43 | 30.3 |
Healthcare | 20.13 | 6.37 |
Consumer Cyclical | 8.93 | 12.42 |
Communication Services | 2.99 | - |
Utilities | 2.02 | 12.75 |
Real Estate | - | 9.51 |
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