Compare Mutual Funds

Insights from Fund Comparison

• Both ICICI Pru Infrastructure Fund - (G) and SBI Equity Minimum Variance - Direct (IDCW) are Sectoral / Thematic, Equity schemes. ICICI Pru Infrastructure Fund - (G) is 20 yrs 8 m old and manages ₹8,097.89 Crs, whereas SBI Equity Minimum Variance - Direct (IDCW) is 7 yrs 1 m old with ₹216.34 Crs.
• ICICI Pru Infrastructure Fund - (G) is therefore older and larger, which may indicate more experience and investor confidence.
• ICICI Pru Infrastructure Fund - (G) has its top 3 sectors in Infrastructure Developers & Operators (17.78%), Air Transport Service (8.29%), and Banks (7.40%), while SBI Equity Minimum Variance - Direct (IDCW) focuses on FMCG (16.53%), Pharmaceuticals (14.85%), and Banks (9.90%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• ICICI Pru Infrastructure Fund - (G) holds Interglobe Aviation Ltd. (8.29%), Larsen & Toubro Ltd. (7.43%), TREPS (6.05%), NTPC Ltd. (4.40%), and Oberoi Realty Ltd. (3.82%), whereas SBI Equity Minimum Variance - Direct (IDCW) holds Nestle India Ltd. (8.32%), Hindustan Unilever Ltd. (8.21%), Sun Pharmaceutical Industries Ltd. (7.83%), ITC Ltd. (7.39%), and Cipla Ltd. (5.04%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, ICICI Pru Infrastructure Fund - (G) has 91.69% equity and 1.12% debt, while SBI Equity Minimum Variance - Direct (IDCW) has 99.92% equity and 0.00% debt.
• SBI Equity Minimum Variance - Direct (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• ICICI Pru Infrastructure Fund - (G) outperformed SBI Equity Minimum Variance - Direct (IDCW) in 3 Months, 1 Year, 3 Years, 5 Years (returns: -9.57%, 2.07%, 21.57%, 23.96% ) but underperformed in 6 Months (returns: -6.70%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.