Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Comma Fund vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon SBI Comma Fund - Regular Plan - Growth

Invest Now

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

Invest Now

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) ₹702 Cr ₹3601 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 3.51% 3.67%
6 Month 16.67% 11.26%
1 Year -0.45% -11.28%
3 Year 13.6% 10.74%
5 Year 19.94% 17.1%

SIP Return Analysis

Scheme Name SBI Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month 4.93% 3.53%
1 Year 14.85% 3.64%
3 Year 16.22% 9.24%
5 Year 15.15% 11.24%

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 15.20% 12.5%
Sharp 0.51% 0.41%
Beta 0.78% 0.85%
Alpha 1.28% -0.36%

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

Top Comparisons

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns26.13%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns13.44%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.49%

VS

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns14.1%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.36%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.35%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.04%

VS

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.68%

Compare Now
Add to Cart Successfully