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SBI Magnum Comma Fund vs Tata Ethical Fund compare

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tortoise-icon SBI Comma Fund - Regular Plan - Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Fund SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹678 Cr ₹3456 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Aug 2005 21 Aug 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY COMMODITIES TRI Nifty 500 Shariah TRI
Turn Over 65% 11.72%
Expense Ratio 2.52 1.93
Manager Pradeep Kesavan Abhinav Sharma
ISIN Code INF200K01339 INF277K01956
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 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 4.13% 2.83%
6 Month 5.89% -2.39%
1 Year 3.96% -5.13%
3 Year 21.66% 14.94%
5 Year 24.38% 19.98%

SIP Return Analysis

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month 12.03% 6.82%
1 Year 14.61% 0.1%
3 Year 18.27% 10.78%
5 Year 16.89% 12.86%

Rolling Lumpsum Returns

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 9.22% 13.66%
3 Year 11.49% 13.52%
5 Year 10.71% 14.51%

Risk Management

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 15.77% 13.58%
Sharp 0.87% 0.64%
Beta 0.78% 0.87%
Alpha 1.79% -0.97%

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Fund Managers

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Name Pradeep Kesavan Abhinav Sharma
Total AUM ₹434274 Cr ₹5613 Cr
Funds Managed 43 3
SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Comma Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 2.71 9.13
Large Cap 53.05 39.88
Small Cap 29.89 14.76
Mid Cap 14.35 36.23

Sector Allocation

Scheme Name

SBI Comma Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 2.71 9.13
Energy 27.65 -
Basic Materials 48.4 -
Consumer Cyclical 4.01 -
Consumer Defensive 8.29 -
Utilities 8.94 -
Industrial Products - 5.02
Consumer Durables - 4.81
Fertilizers & Agrochemicals - 2.78
Petroleum Products - 3.95
Diversified FMCG - 3.87
Pharmaceuticals & Biotechnology - 11.79
IT - Software - 15.3
Healthcare Services - 2.81
Cement & Cement Products - 5.15
Chemicals & Petrochemicals - 5.09
Auto Components - 7.47
Personal Products - 3.32
Gas - 5.54
IT - Services - 0.88
Automobiles - 2.16
Agricultural Food & other Products - 2.09
Retailing - 1.45
Food Products - 0.8
Electrical Equipment - 1.92
Oil - 1.22
Diversified - 0.59
Ferrous Metals - 1.65
Textiles & Apparels - 1.21

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