SBI Equity Minimum Variance Fund vs Tata Ethical Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon Tata Ethical Fund-Regular 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 Tata Ethical Fund-Regular Plan - Growth Option
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹202 Cr ₹2817 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Mar 2019 24 May 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 500 Shariah TRI
Turn Over 37% 11.72%
Expense Ratio 0.74 1.95
Manager Pradeep Kesavan Abhinav Sharma
ISIN Code INF200KA1A48 INF277K01956
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 1.68% -6.92%
6 Month 14.11% 9.94%
1 Year 36.55% 31.25%
3 Year 18.47% 14.11%
5 Year 21.6% 19.61%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 13.14% 14.81%
3 Year 35.05% 31.9%
5 Year 68.23% 69.56%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 18.19% 13.86%
3 Year 18.45% 14.11%
5 Year 18.9% 14.3%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 11.9% 12.5%
Sharp 1.05% 0.71%
Beta 0.89% 0.87%
Alpha 3.35% 0.6%

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Name Pradeep Kesavan Abhinav Sharma
Total AUM ₹434274 Cr ₹5613 Cr
Fund Manage 43 3
SBI Equity Minimum Variance Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 7.5 7.3
Large Cap 91.39 44.12
Mid Cap 1.11 34.61
Small Cap - 13.97

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 0.21 6.24
Energy 5.22 4.5
Technology 10.8 22.83
Construction 0.98 -
Metals & Mining 3.39 3.57
Materials 4.63 9.23
Consumer Staples 28.94 10.41
Financial 9.1 -
Healthcare 22.43 10.15
Automobile 6.54 3.17
Insurance 1.8 -
Consumer Discretionary 0.86 2.33
Communication 2.93 1.22
Services 2.17 1.22
Capital Goods - 14.79
Chemicals - 6.1
Diversified - 2.05
Textiles - 2.19

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