Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Comma Fund vs UTI compare

Link copied to clipboard!

tortoise-icon SBI Comma Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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) ₹708 Cr ₹3565 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 -3.3% 4.21%
6 Month 16.56% 25.05%
1 Year -5.83% -1.26%
3 Year 14.57% 21.8%
5 Year 19% 24.82%

SIP Return Analysis

Scheme Name SBI Comma Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 3.4% 10.96%
1 Year 9.16% 22.53%
3 Year 16.07% 23.29%
5 Year 15.53% 23.47%

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 15.32% 16.16%
Sharp 0.69% 0.88%
Beta 0.78% -
Alpha 1.91% -

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

Top Comparisons

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.9%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns17.39%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns16.18%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.52%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.2%

VS

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns18.93%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.68%

VS

360 ONE Focused Fund Regular-Growth 360 ONE Focused Fund Regular-Growth

3Y Returns15.92%

Compare Now
Add to Cart Successfully