SBI Equity Minimum Variance Fund vs Nippon India Quant Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Nippon India Quant Fund -Growth Plan - Growth Option

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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	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)	₹229 Cr	₹107 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	0.94
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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
1 Month	1.78%	1.63%
6 Month	5.85%	5.79%
1 Year	4.51%	3.43%
3 Year	12.93%	19.08%
5 Year	15.19%	20.48%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	4.05%	3.88%
1 Year	14.68%	16.34%
3 Year	11.75%	17.58%
5 Year	13.23%	18.51%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
1 Year	14.85%	11.07%
3 Year	17.55%	11.83%
5 Year	18.06%	11.97%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation	12.96%	13.02%
Sharp	0.55%	1.01%
Beta	1.04%	0.99%
Alpha	-0.46%	3.41%

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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
Others	2.6	2.09
Large Cap	94.06	81.9
Mid Cap	3.34	16.01

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
Others	0.43	2.09
Energy	3.98	-
Technology	6.69	-
Industrials	4.03	-
Basic Materials	9.43	-
Healthcare	17.77	-
Consumer Defensive	28.55	-
Financial Services	16.65	-
Consumer Cyclical	7.44	-
Communication Services	3.09	-
Utilities	1.94	-
Petroleum Products	-	7.68
IT - Software	-	7.84
Construction	-	5.08
Diversified FMCG	-	2.3
Non - Ferrous Metals	-	1.52
Banks	-	19.99
Pharmaceuticals & Biotechnology	-	3.33
Automobiles	-	10.9
Ferrous Metals	-	2.05
Insurance	-	1.83
Capital Markets	-	2.51
Finance	-	7.8
Fertilizers & Agrochemicals	-	1.39
Diversified Metals	-	1.61
Food Products	-	1.85
Aerospace & Defense	-	3.78
Telecom - Services	-	4.22
Healthcare Services	-	2.15
Transport Services	-	2.36
Chemicals & Petrochemicals	-	1.78
Power	-	2.52
Textiles & Apparels	-	2.12
Consumer Durables	-	1.3