SBI Equity Minimum Variance Fund vs UTI compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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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