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SBI Magnum Comma Fund vs UTI compare
SBI Comma Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹863 Cr | ₹4084 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Aug 2005 | 30 Jul 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY COMMODITIES TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 65% | 14% |
| Expense Ratio | 2.52 | 1.96 |
| Manager | Pradeep Kesavan | Sachin Trivedi |
| ISIN Code | INF200K01339 | INF789F01299 |
| Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 1.76% | -3.71% |
| 6 Month | 5.53% | 6.98% |
| 1 Year | 18.81% | 18.36% |
| 3 Year | 19.09% | 23.71% |
| 5 Year | 19.47% | 20.73% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.59% | 1.89% |
| 1 Year | 18.08% | 26.73% |
| 3 Year | 14.77% | 20.38% |
| 5 Year | 13.89% | 21.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 8.46% | 13.15% |
| 3 Year | 12.29% | 17.37% |
| 5 Year | 11.3% | 16.65% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.12% | 15.97% |
| Sharp | 0.77% | 0.98% |
| Beta | 0.82% | 0.96% |
| Alpha | 0.79% | -2.32% |
Fund Managers
| Scheme Name | SBI Comma 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 Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 7.69 | 6.61 |
| Large Cap | 52.92 | 73.32 |
| Small Cap | 21.46 | 11.86 |
| Mid Cap | 17.93 | 8.21 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 4.97 | 3.84 |
| Energy | 24.77 | - |
| Basic Materials | 52.1 | - |
| Financial Services | 1.71 | - |
| Consumer Cyclical | 2.79 | 82.23 |
| Consumer Defensive | 3.79 | - |
| Utilities | 9.86 | - |
| Industrials | - | 13.93 |
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