SBI Equity Minimum Variance Fund vs Sundaram Services Fund Regular Plan compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Sundaram Services Fund Regular Plan - 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	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)	₹216 Cr	₹4161 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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	2.75%	5.3%
6 Month	4.29%	9.58%
1 Year	2.2%	16.53%
3 Year	18.13%	24.31%
5 Year	20.25%	27.45%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	7.1%	13.73%
1 Year	4.92%	23.8%
3 Year	13.75%	23.04%
5 Year	15.02%	21.99%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	16.43%	19.51%
3 Year	17.98%	21.93%
5 Year	18.51%	21.73%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	14.22%	13.50%
Sharp	0.61%	0.94%
Beta	1.02%	0.91%
Alpha	-0.44%	5.41%

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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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	1.16	9.97
Large Cap	92.34	50.92
Mid Cap	6.5	10.3
Small Cap	-	28.8

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	0.12	6.38
Energy	4.95	5.11
Technology	12.36	7.92
Industrials	2.9	5.77
Basic Materials	6.06	-
Consumer Defensive	29.22	-
Financial Services	12.12	37.21
Healthcare	20.81	7.46
Consumer Cyclical	7.97	12.78
Communication Services	1.55	15.5
Utilities	1.95	-
Real Estate	-	1.87