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SBI Magnum Comma Fund vs UTI compare

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tortoise-icon SBI Magnum Comma Fund - Regular Plan - Growth

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tortoise-icon 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 Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund SBI Magnum Comma 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) ₹618 Cr ₹3334 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

Trailing Lumpsum Returns

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 4.07% 5.27%
6 Month 3.04% 0.6%
1 Year 2.75% -0.3%
3 Year 15.56% 24.65%
5 Year 27% 30.78%

SIP Return Analysis

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 7.79% 8.61%
1 Year 5.93% 2.82%
3 Year 17.58% 21.14%
5 Year 16.95% 22.76%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 9.95% 13.92%
3 Year 11.72% 15.53%
5 Year 10.46% 15.12%

Risk Management

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 17.055% 16.395%
Sharp 0.128% 0.801%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Magnum 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 Magnum Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

SBI Magnum Comma Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 7.14 4.64
Large Cap 50.99 75.46
Small Cap 29.57 11.46
Mid Cap 12.29 8.44

Sector Allocation

Scheme Name

SBI Magnum Comma Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 7.14 4.64
Energy 26.92 -
Basic Materials 44.52 -
Consumer Cyclical 4.26 79.46
Consumer Defensive 7.83 -
Utilities 9.33 -
Industrials - 15.9

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