Quant Quantamental Fund Regular vs SBI Equity Minimum Variance Fund compare

Quant Quantamental 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 Quantamental 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 Quantamental Fund Regular - Growth
Fund	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹224 Cr	₹2122 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	19 Mar 2019	20 Apr 2021
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 200 TRI
Turn Over	37%	%
Expense Ratio	0.75	2
Manager	Pradeep Kesavan	Sanjeev Sharma
ISIN Code	INF200KA1A48	INF966L01AH5
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 Quantamental 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 Quantamental Fund Regular - Growth
1 Month	2.32%	1.89%
6 Month	11.31%	12.95%
1 Year	-5.53%	-9.85%
3 Year	14.69%	20.11%
5 Year	17.32%	-

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
6 Month	3.97%	1.59%
1 Year	9.14%	4.45%
3 Year	11.86%	13.77%
5 Year	13.39%	-

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
1 Year	15.85%	24.9%
3 Year	17.89%	27.02%
5 Year	18.73%	-

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Standard Deviation	13.00%	17.328%
Sharp	0.50%	0.966%
Beta	1.00%	-
Alpha	0.51%	-

Fund Managers

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Others	1.88	21.28
Large Cap	90.56	64.73
Mid Cap	7.55	4.01
Small Cap	-	9.98

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Others	0.05	21.28
Energy	3.73	15.55
Technology	8.01	0.85
Industrials	2.81	6.54
Basic Materials	8.08	0
Consumer Defensive	27.26	-
Financial Services	15.83	32.1
Healthcare	19.73	4.01
Consumer Cyclical	9.61	5.34
Communication Services	2.94	0.91
Utilities	1.94	7.47
Real Estate	-	5.96

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