Quant ESG Equity Fund Regular vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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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	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)	₹221 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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-1.07%	-2.17%
6 Month	2.05%	-1.04%
1 Year	7%	3.53%
3 Year	13.15%	13.95%
5 Year	12.79%	20.94%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	1.07%	2.1%
1 Year	7.62%	8.71%
3 Year	8.86%	9.65%
5 Year	11.36%	14.6%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	14.54%	18.94%
3 Year	17.44%	22.48%
5 Year	17.88%	24.65%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	11.9%	17.3%
Sharp	0.65%	0.56%
Beta	1.06%	1.16%
Alpha	-0.87%	-2.47%

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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	2.32	30.16
Large Cap	94.47	44.71
Mid Cap	3.21	5.6
Small Cap	-	19.54

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	0.02	30.16
Energy	3.84	-
Technology	6.9	-
Industrials	4.06	-
Basic Materials	9.72	-
Healthcare	18.31	-
Consumer Defensive	27.92	-
Financial Services	16.99	-
Consumer Cyclical	7.28	-
Communication Services	3.13	-
Utilities	1.83	-
Petroleum Products	-	4.93
Ferrous Metals	-	0.84
Banks	-	5.99
Consumer Services	-	3.57
Finance	-	9.25
Agricultural Food & other Products	-	2.12
Power	-	10.1
Realty	-	7.85
Pharmaceuticals & Biotechnology	-	5.01
Metals & Minerals Trading	-	4.25
Food Products	-	6.72
Auto Components	-	2.67
Automobiles	-	6.55