- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹225 Cr | ₹4429 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 | -1.78% | -3.05% |
| 6 Month | 2.33% | 10.13% |
| 1 Year | -5.72% | 9.77% |
| 3 Year | 13.84% | 19.32% |
| 5 Year | 17.76% | 25.54% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.25% | 7.49% |
| 1 Year | -0.48% | 15.84% |
| 3 Year | 11.19% | 20.31% |
| 5 Year | 13.46% | 20.29% |
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 | 13.75% | 13.00% |
| Sharp | 0.81% | 1.25% |
| Beta | 1.02% | 0.91% |
| Alpha | -0.57% | 6.26% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.25 | 13.02 |
| Large Cap | 94.32 | 51.38 |
| Mid Cap | 3.43 | 7.48 |
| Small Cap | - | 28.11 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.27 | 6.48 |
| Energy | 3.99 | 5.19 |
| Technology | 12.02 | 6.65 |
| Industrials | 3.42 | 6.04 |
| Basic Materials | 6.5 | - |
| Consumer Defensive | 24 | - |
| Financial Services | 18.07 | 37.98 |
| Healthcare | 17.28 | 7.99 |
| Consumer Cyclical | 9.53 | 12.41 |
| Communication Services | 3.07 | 15.64 |
| Utilities | 1.83 | - |
| Real Estate | - | 1.61 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns24.43%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns24.24%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns13.5%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns23.51%
ICICI Prudential Savings Fund - Growth
3Y Returns7.96%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.47%
Kotak Banking and PSU Debt - Growth
3Y Returns7.62%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.5%
