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Tata Ethical Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹216 Cr | ₹3456 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Mar 2019 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty 500 Shariah TRI |
| Turn Over | 37% | 11.72% |
| Expense Ratio | 0.75 | 1.93 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200KA1A48 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.17% | 1.41% |
| 6 Month | 4.48% | -2.12% |
| 1 Year | 2.88% | -3.57% |
| 3 Year | 17.97% | 14.8% |
| 5 Year | 20.09% | 20.02% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.1% | 5.9% |
| 1 Year | 4.92% | -2.25% |
| 3 Year | 13.75% | 10.87% |
| 5 Year | 15.02% | 13.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.43% | 13.66% |
| 3 Year | 17.98% | 13.52% |
| 5 Year | 18.51% | 14.51% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.22% | 12.5% |
| Sharp | 0.61% | 0.48% |
| Beta | 1.02% | 0.87% |
| Alpha | -0.44% | -0.97% |
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Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Funds Managed | 43 | 3 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.16 | 8.04 |
| Large Cap | 92.34 | 40.72 |
| Mid Cap | 6.5 | 36.62 |
| Small Cap | - | 14.62 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.12 | 8.04 |
| Energy | 4.95 | - |
| Technology | 12.36 | - |
| Industrials | 2.9 | - |
| Basic Materials | 6.06 | - |
| Consumer Defensive | 29.22 | - |
| Financial Services | 12.12 | - |
| Healthcare | 20.81 | - |
| Consumer Cyclical | 7.97 | - |
| Communication Services | 1.55 | - |
| Utilities | 1.95 | - |
| Industrial Products | - | 4.76 |
| Consumer Durables | - | 5.19 |
| Fertilizers & Agrochemicals | - | 2.71 |
| Petroleum Products | - | 3.94 |
| Diversified FMCG | - | 4 |
| Pharmaceuticals & Biotechnology | - | 12.44 |
| IT - Software | - | 15.36 |
| Healthcare Services | - | 2.84 |
| Cement & Cement Products | - | 5.47 |
| Chemicals & Petrochemicals | - | 5.25 |
| Auto Components | - | 6.9 |
| Personal Products | - | 3.6 |
| Gas | - | 5.63 |
| IT - Services | - | 0.8 |
| Automobiles | - | 1.98 |
| Agricultural Food & other Products | - | 2.4 |
| Retailing | - | 1.46 |
| Food Products | - | 0.82 |
| Electrical Equipment | - | 1.73 |
| Oil | - | 1.21 |
| Diversified | - | 0.63 |
| Ferrous Metals | - | 1.61 |
| Textiles & Apparels | - | 1.23 |
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