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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) | ₹708 Cr | ₹3572 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 | -3.3% | -0.75% |
| 6 Month | 16.56% | 10.5% |
| 1 Year | -5.83% | -12.41% |
| 3 Year | 14.57% | 11.21% |
| 5 Year | 19% | 17.14% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.4% | 1.81% |
| 1 Year | 9.16% | -1.74% |
| 3 Year | 16.07% | 9.02% |
| 5 Year | 15.53% | 11.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.84% | 13.53% |
| 3 Year | 11.77% | 13.59% |
| 5 Year | 10.89% | 14.6% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.32% | 12.5% |
| Sharp | 0.69% | 0.48% |
| Beta | 0.78% | 0.85% |
| Alpha | 1.91% | -0.39% |
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 | 3.99 | 6.05 |
| Large Cap | 51.34 | 43.87 |
| Small Cap | 28.14 | 14.97 |
| Mid Cap | 16.53 | 35.11 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.99 | 6.05 |
| Energy | 26.35 | 6.2 |
| Basic Materials | 48.82 | 14.11 |
| Financial Services | 2.1 | - |
| Consumer Cyclical | 3.39 | 12.89 |
| Consumer Defensive | 6.56 | 11.01 |
| Utilities | 8.78 | 4.1 |
| Industrials | - | 12.54 |
| Technology | - | 19.3 |
| Healthcare | - | 13.81 |
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