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SBI Equity Minimum Variance Fund vs UTI compare

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

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tortoise-icon UTI-Transpotation and Logistics Fund-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 UTI-Transpotation and Logistics Fund-Growth Option
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹219 Cr ₹3478 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Mar 2019 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Transportation & Logistics TRI
Turn Over 37% 14%
Expense Ratio 0.74 1.93
Manager Pradeep Kesavan Sachin Trivedi
ISIN Code INF200KA1A48 INF789F01299
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 UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -3.2% -2.9%
6 Month -9.99% -12.6%
1 Year 1.48% 8.21%
3 Year 12.96% 20.49%
5 Year 16.53% 20.95%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year -5.17% -4.29%
3 Year 13.5% 22.65%
5 Year 15.99% 24.44%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 17.52% 13.92%
3 Year 18.26% 15.53%
5 Year 18.14% 15.12%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 11.9% 14.14%
Sharp 1.05% 1.69%
Beta 0.89% 0.94%
Alpha 3.35% -1.54%

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Pradeep Kesavan Sachin Trivedi
Total AUM ₹434274 Cr ₹7301 Cr
Fund Manage 43 3
SBI Equity Minimum Variance Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others -0.05 4.07
Large Cap 93.27 73.25
Mid Cap 6.78 14.49
Small Cap - 8.18

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others -0.05 4.07
Petroleum Products 1.84 -
IT - Software 10.96 -
Construction 1.12 -
Ferrous Metals 2 -
Consumer Durables 3.4 -
Diversified FMCG 9.79 -
Non - Ferrous Metals 0.93 -
Banks 6.54 -
Pharmaceuticals & Biotechnology 16.77 -
Cement & Cement Products 2.11 -
Automobiles 5.59 57.44
Insurance 1.83 -
Agricultural Food & other Products 4.57 -
Oil 0.93 -
Food Products 14.32 -
Aerospace & Defense 1.15 -
Finance 2.84 0.42
Telecom - Services 1.63 -
Metals & Minerals Trading 0.93 -
Healthcare Services 6.02 -
Consumable Fuels 0.86 -
Power 1.89 -
Transport Infrastructure 0.98 5.68
Retailing 1.05 2.38
Auto Components - 18.94
Transport Services - 8
Agricultural, Commercial & Construction Vehicles - 2.04
Industrial Products - 0.91
Commercial Services & Supplies - 0.11

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