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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) | ₹702 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.51% | 8.89% |
| 6 Month | 16.67% | 30.97% |
| 1 Year | -0.45% | 3.98% |
| 3 Year | 13.6% | 21.97% |
| 5 Year | 19.94% | 26.35% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 4.93% | 15.61% |
| 1 Year | 14.85% | 37.02% |
| 3 Year | 16.22% | 25.8% |
| 5 Year | 15.15% | 24.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 8.84% | 13.18% |
| 3 Year | 11.77% | 16.2% |
| 5 Year | 10.89% | 15.92% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.20% | 16.10% |
| Sharp | 0.51% | 0.86% |
| Beta | 0.78% | - |
| Alpha | 1.28% | - |
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 | 3.99 | 4.23 |
| Large Cap | 51.34 | 74.01 |
| Small Cap | 28.14 | 12.99 |
| Mid Cap | 16.53 | 8.78 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.99 | 4.23 |
| Energy | 26.35 | - |
| Basic Materials | 48.82 | - |
| Financial Services | 2.1 | - |
| Consumer Cyclical | 3.39 | 78.96 |
| Consumer Defensive | 6.56 | - |
| Utilities | 8.78 | - |
| Industrials | - | 16.81 |
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