Sundaram Services Fund Regular Plan vs SBI Equity Minimum Variance Fund compare

Sundaram Services Fund Regular Plan vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹223 Cr	₹4426 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	2.98%	3.28%
6 Month	5.26%	9.2%
1 Year	1.77%	9.96%
3 Year	13.52%	18.06%
5 Year	17.68%	24.85%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	0.47%	0.29%
1 Year	5.84%	10.83%
3 Year	9.23%	16.01%
5 Year	11.75%	16.85%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	15.69%	18.31%
3 Year	17.72%	21.8%
5 Year	18.4%	22.06%

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.96%	12.46%
Sharp	0.55%	0.88%
Beta	1.04%	0.97%
Alpha	-0.46%	5.88%

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	2.03	14.21
Large Cap	90.56	51.59
Mid Cap	7.41	7.3
Small Cap	-	26.9

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Sundaram Services Fund Regular Plan - Growth
Others	0	6.1
Energy	3.92	4.72
Technology	7.62	6.96
Industrials	2.99	6.49
Basic Materials	8.15	-
Consumer Defensive	26.94	-
Financial Services	16.08	36.62
Healthcare	19.38	8.51
Consumer Cyclical	9.98	13.34
Communication Services	2.94	15.64
Utilities	2	-
Real Estate	-	1.61

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