Tata Ethical Fund vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Tata Ethical Fund-Regular Plan - Growth Option

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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	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)	₹214 Cr	₹3253 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	1.92
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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	1.02%	2.09%
6 Month	-0.46%	-6.93%
1 Year	0.87%	-3.75%
3 Year	17.31%	14.64%
5 Year	20.18%	20.5%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	4.7%	4.3%
1 Year	0.14%	-5.3%
3 Year	12.13%	9.93%
5 Year	14.06%	12.51%

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%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.168%	12.5%
Sharp	0.601%	0.48%
Beta	-	0.87%
Alpha	-	-0.97%

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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

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

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