SBI Magnum Comma Fund vs Quant ESG Equity Fund Regular compare
SBI Comma Fund - Regular Plan - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹708 Cr | ₹288 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Aug 2005 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY COMMODITIES TRI | NIFTY 100 ESG TRI |
Turn Over | 65% | % |
Expense Ratio | 2.52 | 2.42 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200K01339 | INF966L01AB8 |
Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | -1.76% | -3.4% |
6 Month | 17.35% | 10.07% |
1 Year | -5.12% | -17.12% |
3 Year | 14.72% | 13.74% |
5 Year | 19.17% | - |
SIP Return Analysis
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.4% | -0.93% |
1 Year | 9.16% | -5% |
3 Year | 16.07% | 10.91% |
5 Year | 15.53% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 8.84% | 21.51% |
3 Year | 11.77% | 27.16% |
5 Year | 10.89% | - |
Risk Management
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.32% | 18.756% |
Sharp | 0.69% | 0.643% |
Beta | 0.78% | 1.112% |
Alpha | 1.91% | 6.426% |
Fund Managers
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Comma Fund - Regular Plan - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.99 | 17.05 |
Large Cap | 51.34 | 56.62 |
Small Cap | 28.14 | 19.96 |
Mid Cap | 16.53 | 6.37 |
Sector Allocation
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.99 | 13.28 |
Energy | 26.35 | 0.44 |
Basic Materials | 48.82 | - |
Financial Services | 2.1 | 30.3 |
Consumer Cyclical | 3.39 | 12.42 |
Consumer Defensive | 6.56 | 8.25 |
Utilities | 8.78 | 12.75 |
Technology | - | 6.68 |
Healthcare | - | 6.37 |
Real Estate | - | 9.51 |
Top Comparisons
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns22.3%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.91%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.85%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.37%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.04%
LIC MF ELSS Regular Plan-Growth
3Y Returns14.28%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.28%