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
| 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) | ₹219 Cr | ₹3875 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 | 0.74 | 1.89 |
| 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 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.97% | -7.22% |
| 6 Month | -6.75% | 0.87% |
| 1 Year | 5.96% | 12.8% |
| 3 Year | 12.06% | 12.9% |
| 5 Year | 16.74% | 19.8% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.97% | 11.13% |
| 3 Year | 14.87% | 19.48% |
| 5 Year | 16.89% | 21.71% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.65% | 20.51% |
| 3 Year | 18.46% | 23% |
| 5 Year | 18.79% | 21.77% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.9% | 12.7% |
| Sharp | 1.05% | 0.94% |
| Beta | 0.89% | 0.83% |
| Alpha | 3.35% | 5.93% |
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| 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 |
| Fund Manage | 43 | 15 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.5 | 5.56 |
| Large Cap | 91.39 | 43.98 |
| Mid Cap | 1.11 | 16.69 |
| Small Cap | - | 33.76 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.21 | 5.56 |
| Energy | 5.22 | - |
| Technology | 10.8 | - |
| Construction | 0.98 | - |
| Metals & Mining | 3.39 | - |
| Materials | 4.63 | - |
| Consumer Staples | 28.94 | - |
| Financial | 9.1 | - |
| Healthcare | 22.43 | - |
| Automobile | 6.54 | - |
| Insurance | 1.8 | 3.41 |
| Consumer Discretionary | 0.86 | - |
| Communication | 2.93 | - |
| Services | 2.17 | - |
| Petroleum Products | - | 4.5 |
| IT - Services | - | 3.17 |
| Finance | - | 12.08 |
| Banks | - | 18.71 |
| Healthcare Services | - | 7.29 |
| Capital Markets | - | 6.55 |
| IT - Software | - | 6.49 |
| Telecom - Services | - | 10.37 |
| Transport Services | - | 1.75 |
| Entertainment | - | 1.72 |
| Realty | - | 1.7 |
| Leisure Services | - | 4.29 |
| Consumer Durables | - | 3.57 |
| Commercial Services & Supplies | - | 0.98 |
| Financial Technology (Fintech) | - | 1.1 |
| Retailing | - | 3.99 |
| Transport Infrastructure | - | 1.46 |
| Textiles & Apparels | - | 1.3 |
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