UTI vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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UTI-Transpotation and Logistics Fund-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	UTI-Transpotation and Logistics Fund-Growth Option
Fund	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹225 Cr	₹3589 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	19 Mar 2019	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	Nifty Transportation & Logistics TRI
Turn Over	37%	14%
Expense Ratio	0.75	1.96
Manager	Pradeep Kesavan	Sachin Trivedi
ISIN Code	INF200KA1A48	INF789F01299
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	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-1.93%	0.43%
6 Month	1.95%	6.95%
1 Year	-5.53%	-3.8%
3 Year	13.26%	20.4%
5 Year	17.74%	26.3%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.51%	8.51%
1 Year	-1.35%	7.81%
3 Year	10.25%	19.1%
5 Year	12.75%	21.12%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	15.85%	13.18%
3 Year	17.89%	16.2%
5 Year	18.73%	15.92%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.04%	16.16%
Sharp	0.57%	0.88%
Beta	1.02%	-
Alpha	-0.57%	-

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Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Name	Pradeep Kesavan	Sachin Trivedi
Total AUM	₹434274 Cr	₹7301 Cr
Funds Managed	43	3
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.25	4.07
Large Cap	94.32	72.71
Mid Cap	3.43	9.81
Small Cap	-	13.41

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.27	4.07
Energy	3.99	-
Technology	12.02	-
Industrials	3.42	17.18
Basic Materials	6.5	-
Consumer Defensive	24	-
Financial Services	18.07	-
Healthcare	17.28	-
Consumer Cyclical	9.53	78.75
Communication Services	3.07	-
Utilities	1.83	-