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) | ₹5962 Cr | ₹2904 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 | -0.27% | -1.22% |
| 6 Month | -3.24% | 3.11% |
| 1 Year | -7.07% | -1.25% |
| 3 Year | 7.19% | 12.38% |
| 5 Year | 11.33% | 13.05% |
SIP Return Analysis
| Scheme Name | SBI MNC Fund - Regular Plan -Growth | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.31% | 1.93% |
| 1 Year | 2.54% | 13.67% |
| 3 Year | 3.89% | 11.1% |
| 5 Year | 6.7% | 11.6% |
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 | 10.87% | 10.19% |
| Sharp | 0.23% | 0.61% |
| Beta | 0.58% | 0.84% |
| Alpha | -3.33% | -0.71% |
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 |
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