SBI Magnum Comma Fund vs Tata Ethical Fund compare
SBI Comma Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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 | ₹3579 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 | 0.31% | -0.66% |
6 Month | 10.17% | -1.71% |
1 Year | 1.62% | -6.66% |
3 Year | 20.22% | 13.74% |
5 Year | 23.62% | 19.67% |
SIP Return Analysis
Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 9.57% | 4.88% |
1 Year | 11.65% | -2.82% |
3 Year | 17.25% | 9.74% |
5 Year | 16.26% | 12.17% |
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% | 12.5% |
Sharp | 0.87% | 0.71% |
Beta | 0.78% | 0.86% |
Alpha | 1.79% | -0.44% |
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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 | 8.11 |
Large Cap | 53.05 | 40.57 |
Small Cap | 29.89 | 15.17 |
Mid Cap | 14.35 | 36.15 |
Sector Allocation
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 2.71 | 8.11 |
Energy | 27.65 | 6.26 |
Basic Materials | 48.4 | 13.89 |
Consumer Cyclical | 4.01 | 12.79 |
Consumer Defensive | 8.29 | 10.44 |
Utilities | 8.94 | 4.35 |
Industrials | - | 12.95 |
Healthcare | - | 14.3 |
Technology | - | 16.91 |
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