Compare SBI Equity Minimum Variance Fund vs HDFC Transportation and Logistics Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
0.75
2.04
NAV
₹24.15
₹17.53
Fund Started
02 Mar 2019
28 Jul 2023
Fund Size
₹210.56 Cr
₹1674.40 Cr
Exit Load
Exit load of 0.5% if redeemed within 15 days.
Exit load of 1%, if redeemed within 30 days.
1 Year
-0.04%
14.94%
3 Year
11.17%
-
5 Year
11.30%
-
Equity
98.17%
99.17%
Cash
1.83%
0.83%
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 8.60% |
Nestle India Ltd. | 8.23% |
Hindustan Unilever Ltd. | 7.84% |
ITC Ltd. | 7.36% |
Cipla Ltd. | 4.97% |
Tata Consumer Products Ltd. | 4.86% |
Apollo Hospitals Enterprise Ltd. | 3.60% |
ICICI Bank Ltd. | 3.18% |
HDFC Bank Ltd. | 2.88% |
Asian Paints Ltd. | 2.40% |
Eicher Motors Ltd. | 10.08% |
Maruti Suzuki India Ltd. | 9.62% |
Bosch Ltd. | 6.14% |
Sona BLW Precision Forgings Ltd. | 6.11% |
Hero Motocorp Ltd. | 6.09% |
Hyundai Motor India Ltd. | 5.94% |
Gabriel India Ltd. | 4.69% |
Mahindra & Mahindra Ltd. | 3.95% |
Tata Motors Ltd. | 3.69% |
Apollo Tyres Ltd. | 3.03% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Launch Date
02 Mar 2019
28 Jul 2023
