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)	₹214 Cr	₹3334 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	3.82%	4.27%
6 Month	-3.63%	-5.72%
1 Year	5.01%	-1.88%
3 Year	14.54%	21.39%
5 Year	20.84%	28.69%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.25%	-0.11%
1 Year	-3.77%	-13.13%
3 Year	12.81%	16.93%
5 Year	14.89%	20.71%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	17.52%	13.92%
3 Year	18.26%	15.53%
5 Year	18.14%	15.12%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.168%	16.395%
Sharp	0.601%	0.801%
Beta	-	-
Alpha	-	-

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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	1.16	4.64
Large Cap	92.34	75.46
Mid Cap	6.5	8.44
Small Cap	-	11.46

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	-