SBI Equity Minimum Variance Fund vs Quant Quantamental Fund Regular compare

SBI Equity Minimum Variance Fund vs Quant Quantamental Fund Regular 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)	₹223 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	2.34%	1.56%
6 Month	5.17%	8.16%
1 Year	2.13%	-1.06%
3 Year	13.14%	19.79%
5 Year	17.25%	-

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
6 Month	3.56%	2.78%
1 Year	11.84%	10.71%
3 Year	11.34%	13.3%
5 Year	12.9%	-

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
1 Year	15.69%	23.61%
3 Year	17.72%	26.26%
5 Year	18.4%	-

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Standard Deviation	12.96%	17.328%
Sharp	0.55%	0.966%
Beta	1.04%	-
Alpha	-0.46%	-

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	2.03	43.02
Large Cap	90.56	50.9
Mid Cap	7.41	4.3
Small Cap	-	1.78

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Quant Quantamental Fund Regular - Growth
Others	0	30.55
Energy	3.92	18.69
Technology	7.62	0.88
Industrials	2.99	6.83
Basic Materials	8.15	-
Consumer Defensive	26.94	-
Financial Services	16.08	16.85
Healthcare	19.38	4.3
Consumer Cyclical	9.98	5.85
Communication Services	2.94	0.9
Utilities	2	9.25
Real Estate	-	5.91

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