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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) | ₹830 Cr | ₹3772 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 | -1.33% | 0.61% |
| 6 Month | 6.11% | 3.25% |
| 1 Year | 4.7% | -3.31% |
| 3 Year | 15.66% | 11.41% |
| 5 Year | 17.54% | 14.3% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.13% | 0.91% |
| 1 Year | 10.41% | 6.04% |
| 3 Year | 13.71% | 7.31% |
| 5 Year | 13.43% | 9.74% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.39% | 14.7% |
| 3 Year | 12.22% | 16.05% |
| 5 Year | 11.22% | 16.08% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.13% | 12.5% |
| Sharp | 0.63% | 0.41% |
| Beta | 0.81% | 0.86% |
| Alpha | 1.36% | -0.15% |
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 | 8.84 | 6.72 |
| Large Cap | 49.53 | 51.59 |
| Small Cap | 24.37 | 12.27 |
| Mid Cap | 17.26 | 29.41 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.14 | 6.26 |
| Energy | 25.12 | 4 |
| Basic Materials | 49.4 | 11.1 |
| Financial Services | 1.85 | - |
| Consumer Cyclical | 3.23 | 15.22 |
| Consumer Defensive | 4.07 | 11.74 |
| Utilities | 9.19 | 3.69 |
| Industrials | - | 11.93 |
| Technology | - | 23.79 |
| Healthcare | - | 12.27 |
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