SBI Equity Minimum Variance Fund vs UTI compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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)	₹224 Cr	₹3741 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	0.75	1.96
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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	4.1%	10.25%
6 Month	12.26%	30.26%
1 Year	-6.84%	4.35%
3 Year	13.76%	22.55%
5 Year	17.79%	26.82%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.97%	15.61%
1 Year	9.14%	37.02%
3 Year	11.86%	25.8%
5 Year	13.39%	24.54%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	15.85%	13.18%
3 Year	17.89%	16.2%
5 Year	18.73%	15.92%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.00%	16.10%
Sharp	0.50%	0.86%
Beta	1.00%	-
Alpha	0.51%	-

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
Funds Managed	43	3
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.08	4.23
Large Cap	90.38	74.01
Mid Cap	7.54	8.78
Small Cap	-	12.99

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.16	4.23
Energy	3.87	-
Technology	7.98	-
Industrials	2.9	16.81
Basic Materials	7.92	-
Consumer Defensive	26.68	-
Financial Services	16.43	-
Healthcare	20.13	-
Consumer Cyclical	8.93	78.96
Communication Services	2.99	-
Utilities	2.02	-