SBI Magnum Global Fund vs UTI compare
SBI MNC Fund - Regular Plan -Growth
UTI - MNC Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6000 Cr | ₹2863 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jun 2005 | 30 Jul 2005 |
Category | MNC Themes | MNC Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY MNC TRI | NIFTY MNC TRI |
Turn Over | 27% | 5% |
Expense Ratio | 1.89 | 2.04 |
Manager | Pradeep Kesavan | Karthikraj Lakshmanan |
ISIN Code | INF200K01271 | INF789F01844 |
Exits Load | SBI Magnum Global Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI MNC Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.77% | 6.38% |
6 Month | 9.02% | 19.23% |
1 Year | -5.83% | -2.86% |
3 Year | 7.64% | 13.49% |
5 Year | 13.63% | 14.54% |
SIP Return Analysis
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.4% | 7.98% |
1 Year | -0.02% | 15.32% |
3 Year | 5.16% | 13.79% |
5 Year | 8.06% | 13.22% |
Rolling Lumpsum Returns
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.54% | 13.26% |
3 Year | 12.54% | 13.41% |
5 Year | 15.49% | 15.05% |
Risk Management
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.87% | 10.19% |
Sharp | 0.16% | 0.5% |
Beta | 0.57% | 0.84% |
Alpha | -3.84% | -1.92% |
Fund Managers
Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Karthikraj Lakshmanan |
Total AUM | ₹434274 Cr | ₹14959 Cr |
Funds Managed | 43 | 2 |
SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI MNC Fund - Regular Plan -Growth |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.35 | 6.26 |
Large Cap | 34.5 | 48.38 |
Small Cap | 34.15 | 27.33 |
Mid Cap | 25.99 | 18.02 |
Sector Allocation
Scheme Name |
SBI MNC Fund - Regular Plan -Growth |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.17 | 3.36 |
Industrials | 14.88 | 13.86 |
Technology | 2.45 | 10.83 |
Consumer Defensive | 22.69 | 20.12 |
Healthcare | 19.35 | 15.6 |
Basic Materials | 8.69 | 8.47 |
Consumer Cyclical | 26.84 | 22.5 |
Communication Services | 1.94 | 0.57 |
Financial Services | - | 3.58 |
Utilities | - | 1.12 |
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