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SBI Equity Minimum Variance Fund vs Sundaram Services Fund Regular Plan compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹229 Cr | ₹4674 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Mar 2019 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Service Sector TRI |
| Turn Over | 37% | 29% |
| Expense Ratio | 0.75 | 1.94 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200KA1A48 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.6% | -0.54% |
| 6 Month | 6.22% | 5% |
| 1 Year | 5.19% | 7.98% |
| 3 Year | 12.87% | 16.97% |
| 5 Year | 15.16% | 21.48% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.05% | 3.07% |
| 1 Year | 14.68% | 18.08% |
| 3 Year | 11.75% | 18.23% |
| 5 Year | 13.23% | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.85% | 17.5% |
| 3 Year | 17.55% | 21.68% |
| 5 Year | 18.06% | 22.15% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.96% | 12.46% |
| Sharp | 0.55% | 0.88% |
| Beta | 1.04% | 0.97% |
| Alpha | -0.46% | 5.88% |
Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.6 | 14.11 |
| Large Cap | 94.06 | 51.8 |
| Mid Cap | 3.34 | 7.19 |
| Small Cap | - | 26.9 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.43 | 5.65 |
| Energy | 3.98 | 4.87 |
| Technology | 6.69 | 7.44 |
| Industrials | 4.03 | 6.43 |
| Basic Materials | 9.43 | - |
| Healthcare | 17.77 | 7.95 |
| Consumer Defensive | 28.55 | - |
| Financial Services | 16.65 | 37.57 |
| Consumer Cyclical | 7.44 | 12.45 |
| Communication Services | 3.09 | 16 |
| Utilities | 1.94 | - |
| Real Estate | - | 1.65 |
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