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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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)	₹223 Cr	₹4067 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	Other Themes
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	-1.26%	-1.12%
6 Month	2.35%	11.34%
1 Year	6.9%	17.87%
3 Year	13.8%	25.98%
5 Year	14.32%	23.46%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.25%	3.2%
1 Year	10.01%	27.17%
3 Year	10.16%	21.21%
5 Year	12.31%	22.14%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	14.66%	13.03%
3 Year	17.51%	17.17%
5 Year	18%	16.47%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.90%	15.88%
Sharp	0.51%	1.04%
Beta	1.05%	-
Alpha	-0.28%	-

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	2.32	7.81
Large Cap	94.47	72.34
Mid Cap	3.21	8.19
Small Cap	-	11.66

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.02	6
Energy	3.84	-
Technology	6.9	-
Industrials	4.06	13.97
Basic Materials	9.72	-
Healthcare	18.31	-
Consumer Defensive	27.92	-
Financial Services	16.99	-
Consumer Cyclical	7.28	80.03
Communication Services	3.13	-
Utilities	1.83	-