Tata Ethical Fund vs SBI Equity Minimum Variance Fund compare

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)	₹223 Cr	₹3772 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	-0.55%	0.42%
6 Month	2.91%	0.92%
1 Year	7.07%	-1.33%
3 Year	13.96%	12.25%
5 Year	14.25%	13.89%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	2.25%	2.07%
1 Year	10.01%	7.55%
3 Year	10.16%	7.32%
5 Year	12.31%	9.72%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	14.66%	14.7%
3 Year	17.51%	16.05%
5 Year	18%	16.08%

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	12.90%	12.5%
Sharp	0.51%	0.41%
Beta	1.05%	0.86%
Alpha	-0.28%	-0.15%

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	2.32	6.72
Large Cap	94.47	51.59
Mid Cap	3.21	29.41
Small Cap	-	12.27

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	0.02	6.26
Energy	3.84	4
Technology	6.9	23.79
Industrials	4.06	11.93
Basic Materials	9.72	11.1
Healthcare	18.31	12.27
Consumer Defensive	27.92	11.74
Financial Services	16.99	-
Consumer Cyclical	7.28	15.22
Communication Services	3.13	-
Utilities	1.83	3.69

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