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) | ₹5829 Cr | ₹2856 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 | -2.85% | -2.55% |
| 6 Month | -6.48% | 0.35% |
| 1 Year | -2.87% | 6.11% |
| 3 Year | 6.5% | 13.56% |
| 5 Year | 10.45% | 12.3% |
SIP Return Analysis
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5% | -3.4% |
| 1 Year | -8.73% | 2.45% |
| 3 Year | -0.35% | 7.41% |
| 5 Year | 4.19% | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.08% | 12.75% |
| 3 Year | 12.3% | 13.39% |
| 5 Year | 15.28% | 14.89% |
Risk Management
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.87% | 10.19% |
| Sharp | 0.25% | 0.67% |
| Beta | 0.57% | 0.84% |
| Alpha | -3.68% | -1.1% |
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 | 6.43 | 8.53 |
| Large Cap | 34.05 | 46.32 |
| Small Cap | 37.33 | 27.03 |
| Mid Cap | 22.19 | 18.12 |
Sector Allocation
| Scheme Name |
SBI MNC Fund - Regular Plan -Growth |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.35 | 3.53 |
| Industrials | 14.66 | 11.09 |
| Technology | 2.29 | 12.98 |
| Consumer Defensive | 19.98 | 19.05 |
| Healthcare | 21.25 | 14.5 |
| Basic Materials | 11.52 | 9.94 |
| Consumer Cyclical | 28.95 | 20.72 |
| Communication Services | 0 | 2.1 |
| Financial Services | - | 5.64 |
| Utilities | - | 0.45 |
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