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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) | ₹829 Cr | ₹4008 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 | -2.14% | 1.95% |
| 6 Month | 4.62% | 17.89% |
| 1 Year | 5.28% | 17.93% |
| 3 Year | 14.99% | 24.42% |
| 5 Year | 18.42% | 24.08% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 0.99% | 6.75% |
| 1 Year | 13.85% | 34.29% |
| 3 Year | 14.33% | 23.45% |
| 5 Year | 13.82% | 23.32% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 8.45% | 12.93% |
| 3 Year | 12.16% | 16.97% |
| 5 Year | 11.17% | 16.37% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 16.13% | 15.94% |
| Sharp | 0.72% | 0.99% |
| Beta | 0.79% | - |
| Alpha | 1.06% | - |
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 | 5.29 | 7.02 |
| Large Cap | 50.74 | 72.35 |
| Small Cap | 26.57 | 12.31 |
| Mid Cap | 17.39 | 8.33 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.27 | 7.02 |
| Energy | 25.39 | - |
| Basic Materials | 51.96 | - |
| Financial Services | 1.85 | - |
| Consumer Cyclical | 3.93 | 79.11 |
| Consumer Defensive | 3.89 | - |
| Utilities | 9.71 | - |
| Industrials | - | 13.88 |
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