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UTI vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹216 Cr | ₹3447 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.75% | 4.29% |
| 6 Month | 4.29% | 6.82% |
| 1 Year | 2.2% | -2.49% |
| 3 Year | 18.13% | 24.36% |
| 5 Year | 20.25% | 27.98% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 7.1% | 11.96% |
| 1 Year | 4.92% | 10.1% |
| 3 Year | 13.75% | 21.59% |
| 5 Year | 15.02% | 22.77% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 16.43% | 13.52% |
| 3 Year | 17.98% | 15.91% |
| 5 Year | 18.51% | 15.62% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.22% | 16.44% |
| Sharp | 0.61% | 0.94% |
| Beta | 1.02% | - |
| Alpha | -0.44% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.16 | 4.64 |
| Large Cap | 92.34 | 75.46 |
| Mid Cap | 6.5 | 8.44 |
| Small Cap | - | 11.46 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.12 | 4.64 |
| Energy | 4.95 | - |
| Technology | 12.36 | - |
| Industrials | 2.9 | 15.9 |
| Basic Materials | 6.06 | - |
| Consumer Defensive | 29.22 | - |
| Financial Services | 12.12 | - |
| Healthcare | 20.81 | - |
| Consumer Cyclical | 7.97 | 79.46 |
| Communication Services | 1.55 | - |
| Utilities | 1.95 | - |
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