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

Link copied to clipboard!

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

Sundaram Services Fund Regular Plan - Growth

Invest Now

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)	₹223 Cr	₹4426 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	1.44%	1.01%
6 Month	7.6%	9.78%
1 Year	-1.39%	6.41%
3 Year	15.24%	19.18%
5 Year	17.82%	24.83%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	3.45%	2.65%
1 Year	12.87%	16.83%
3 Year	12.01%	18.47%
5 Year	13.47%	18.42%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	15.69%	18.31%
3 Year	17.72%	21.8%
5 Year	18.4%	22.06%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.93%	12.43%
Sharp	0.53%	0.87%
Beta	1.02%	0.94%
Alpha	-0.77%	5.36%

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	2.03	14.21
Large Cap	90.56	51.59
Mid Cap	7.41	7.3
Small Cap	-	26.9

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	0	6.1
Energy	3.92	4.72
Technology	7.62	6.96
Industrials	2.99	6.49
Basic Materials	8.15	-
Consumer Defensive	26.94	-
Financial Services	16.08	36.62
Healthcare	19.38	8.51
Consumer Cyclical	9.98	13.34
Communication Services	2.94	15.64
Utilities	2	-
Real Estate	-	1.61