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Sundaram Services Fund Regular Plan vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹224 Cr | ₹4333 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Mar 2019 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Service Sector TRI |
| Turn Over | 37% | 29% |
| Expense Ratio | 0.75 | 1.94 |
| Manager | Pradeep Kesavan | Rohit Seksaria |
| ISIN Code | INF200KA1A48 | INF903JA1EX7 |
| Exits Load | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Sundaram Services 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 Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.1% | 2.69% |
| 6 Month | 12.26% | 17.73% |
| 1 Year | -6.84% | 5.87% |
| 3 Year | 13.76% | 17.52% |
| 5 Year | 17.79% | 24.34% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.97% | 3.83% |
| 1 Year | 9.14% | 15.35% |
| 3 Year | 11.86% | 18.58% |
| 5 Year | 13.39% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.85% | 18.83% |
| 3 Year | 17.89% | 22.01% |
| 5 Year | 18.73% | 21.89% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.00% | 12.57% |
| Sharp | 0.50% | 0.78% |
| Beta | 1.00% | 0.93% |
| Alpha | 0.51% | 5.81% |
Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rohit Seksaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.08 | 13.45 |
| Large Cap | 90.38 | 52.33 |
| Mid Cap | 7.54 | 7.53 |
| Small Cap | - | 26.68 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.16 | 6.01 |
| Energy | 3.87 | 4.88 |
| Technology | 7.98 | 6.41 |
| Industrials | 2.9 | 6.09 |
| Basic Materials | 7.92 | - |
| Consumer Defensive | 26.68 | - |
| Financial Services | 16.43 | 37.6 |
| Healthcare | 20.13 | 8.47 |
| Consumer Cyclical | 8.93 | 13.19 |
| Communication Services | 2.99 | 15.8 |
| Utilities | 2.02 | - |
| Real Estate | - | 1.56 |
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