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SBI Equity Minimum Variance Fund vs Tata Ethical Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹225 Cr | ₹3579 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Mar 2019 | 21 Aug 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 | 0.75 | 1.93 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200KA1A48 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.66% | -2.63% |
| 6 Month | 1.41% | -1.42% |
| 1 Year | -6.94% | -11.74% |
| 3 Year | 13.27% | 10.79% |
| 5 Year | 17.54% | 17.85% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.25% | 2.79% |
| 1 Year | -0.48% | -4.28% |
| 3 Year | 11.19% | 9.09% |
| 5 Year | 13.46% | 11.79% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.85% | 13.53% |
| 3 Year | 17.89% | 13.59% |
| 5 Year | 18.73% | 14.6% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.75% | 12.5% |
| Sharp | 0.81% | 0.71% |
| Beta | 1.02% | 0.86% |
| Alpha | -0.57% | -0.44% |
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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 |
| Funds Managed | 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 | 2.25 | 8.11 |
| Large Cap | 94.32 | 40.57 |
| Mid Cap | 3.43 | 36.15 |
| Small Cap | - | 15.17 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.27 | 8.11 |
| Energy | 3.99 | 6.26 |
| Technology | 12.02 | 16.91 |
| Industrials | 3.42 | 12.95 |
| Basic Materials | 6.5 | 13.89 |
| Consumer Defensive | 24 | 10.44 |
| Financial Services | 18.07 | - |
| Healthcare | 17.28 | 14.3 |
| Consumer Cyclical | 9.53 | 12.79 |
| Communication Services | 3.07 | - |
| Utilities | 1.83 | 4.35 |
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