SBI Magnum Comma Fund vs UTI compare

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SBI Comma 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 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)	₹786 Cr	₹3741 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	Thematic Transportation
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

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	0.08%	0.79%
6 Month	11.91%	27.41%
1 Year	-0.22%	7.37%
3 Year	17.03%	26.07%
5 Year	21.21%	27.28%

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.08%	11.14%
1 Year	16.49%	37.14%
3 Year	15.82%	24.85%
5 Year	14.71%	23.99%

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	8.54%	12.93%
3 Year	11.92%	16.46%
5 Year	11.01%	16.16%

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	15.11%	15.96%
Sharp	0.63%	1.05%
Beta	0.79%	-
Alpha	0.35%	-

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

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.28	6.15
Large Cap	47.47	73.23
Small Cap	27.67	12.53
Mid Cap	16.58	8.09

Scheme Name	SBI Comma Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	6.13	6.15
Energy	23.84	-
Basic Materials	52.58	-
Financial Services	1.95	-
Consumer Cyclical	3.85	79.22
Consumer Defensive	4.06	-
Utilities	7.58	-
Industrials	-	14.63