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) | ₹5996 Cr | ₹2872 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 | -0.65% | -1.34% |
| 6 Month | -2.16% | 4.76% |
| 1 Year | -6.21% | -0.25% |
| 3 Year | 7.32% | 12.57% |
| 5 Year | 11.4% | 13.18% |
SIP Return Analysis
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.11% | 1.3% |
| 1 Year | 2.55% | 13.45% |
| 3 Year | 3.8% | 10.92% |
| 5 Year | 6.63% | 11.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.19% | 12.83% |
| 3 Year | 12.38% | 13.39% |
| 5 Year | 15.33% | 14.95% |
Risk Management
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.39% | 12.30% |
| Sharp | 0.14% | 0.54% |
| Beta | 0.57% | 0.83% |
| Alpha | -3.64% | -0.75% |
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 | 5.27 | 6.11 |
| Large Cap | 36.56 | 49.98 |
| Small Cap | 35.43 | 27.59 |
| Mid Cap | 22.73 | 16.32 |
Sector Allocation
| Scheme Name |
SBI MNC Fund - Regular Plan -Growth |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.28 | 2.25 |
| Industrials | 14.09 | 12 |
| Technology | 2.49 | 12.47 |
| Consumer Defensive | 20.84 | 21.09 |
| Healthcare | 21.61 | 15.87 |
| Basic Materials | 9.26 | 9.1 |
| Consumer Cyclical | 28.34 | 22.52 |
| Communication Services | 1.09 | 1.01 |
| Financial Services | - | 3.03 |
| Utilities | - | 0.66 |
Top Comparisons
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns24.3%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.53%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns22.98%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.96%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.46%
Invesco India Money Market Fund - Growth
3Y Returns7.22%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.28%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns35.8%