SBI Equity Minimum Variance Fund vs Nippon India Quant Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹214 Cr | ₹89 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Mar 2019 | 18 Apr 2008 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | BSE 200 |
Turn Over | 37% | 119% |
Expense Ratio | 0.75 | 0.97 |
Manager | Pradeep Kesavan | Ashutosh Bhargava |
ISIN Code | INF200KA1A48 | INF204K01760 |
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 | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Month | 6.15% | 7.94% |
6 Month | 0.08% | 2.06% |
1 Year | 6.65% | 12.22% |
3 Year | 17.35% | 24.78% |
5 Year | 22.12% | 25.91% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | 1.04% | 1.82% |
1 Year | -6.27% | -1.39% |
3 Year | 11.03% | 18.36% |
5 Year | 13.55% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 17.52% | 12.69% |
3 Year | 18.26% | 11.28% |
5 Year | 18.14% | 11.71% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 13.168% | 13.02% |
Sharp | 0.601% | 0.93% |
Beta | - | 0.99% |
Alpha | - | 4.55% |
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Fund Managers
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Ashutosh Bhargava |
Total AUM | ₹434274 Cr | ₹121448 Cr |
Funds Managed | 43 | 12 |
SBI Equity Minimum Variance Fund - Regular Plan - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 1.16 | 1.01 |
Large Cap | 92.34 | 80.88 |
Mid Cap | 6.5 | 18.11 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 0.12 | 1.01 |
Energy | 4.95 | - |
Technology | 12.36 | - |
Industrials | 2.9 | - |
Basic Materials | 6.06 | - |
Consumer Defensive | 29.22 | - |
Financial Services | 12.12 | - |
Healthcare | 20.81 | - |
Consumer Cyclical | 7.97 | - |
Communication Services | 1.55 | - |
Utilities | 1.95 | - |
Petroleum Products | - | 6.25 |
IT - Software | - | 8.3 |
Construction | - | 4.74 |
Non - Ferrous Metals | - | 2.22 |
Banks | - | 21.16 |
Pharmaceuticals & Biotechnology | - | 6.29 |
Cement & Cement Products | - | 1.98 |
Leisure Services | - | 2.05 |
Automobiles | - | 6.26 |
Capital Markets | - | 1.74 |
Finance | - | 8.88 |
Fertilizers & Agrochemicals | - | 1.72 |
Personal Products | - | 1.77 |
Agricultural Food & other Products | - | 2.12 |
Diversified Metals | - | 2.64 |
Aerospace & Defense | - | 3.11 |
Telecom - Services | - | 3.57 |
Transport Services | - | 2.5 |
Power | - | 2.62 |
Textiles & Apparels | - | 1.74 |
Insurance | - | 1.49 |
Beverages | - | 2.28 |
Consumer Durables | - | 1.57 |
Financial Technology (Fintech) | - | 1.99 |
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