SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5544 Cr | ₹1112 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 03 Feb 2015 |
Category | Other Themes | Manufacturing |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | BSE India Manufacturing TRI |
Turn Over | 31% | 19% |
Expense Ratio | 1.94 | 2.25 |
Manager | Rohit Shimpi | Harish Krishnan |
ISIN Code | INF200K01214 | INF209KA1YH6 |
Exits Load | SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.73% | 8.53% |
6 Month | 1.27% | -3.46% |
1 Year | 10.19% | 6.35% |
3 Year | 17.18% | 20.15% |
5 Year | 21.44% | 22.08% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.14% | -2.57% |
1 Year | -3.1% | -13.59% |
3 Year | 12.3% | 14.06% |
5 Year | 13.36% | 14.4% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.48% | 13.56% |
3 Year | 12.47% | 12.59% |
5 Year | 12.9% | 10.55% |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.36% | 13.2% |
Sharp | 0.56% | 0.56% |
Beta | 0.87% | 0.92% |
Alpha | 1.35% | -3.19% |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Rohit Shimpi | Harish Krishnan |
Total AUM | ₹15441 Cr | ₹26655 Cr |
Funds Managed | 6 | 4 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.05 | 1.61 |
Large Cap | 77.43 | 41.82 |
Mid Cap | 14.2 | 23.36 |
Small Cap | 4.32 | 33.21 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.05 | 1.61 |
Petroleum Products | 3.32 | 5.87 |
IT - Software | 11.61 | - |
IT - Services | 1.66 | - |
Construction | 4.7 | 4.39 |
Diversified FMCG | 2.25 | - |
Non - Ferrous Metals | 2.11 | 4.32 |
Banks | 29.68 | - |
Automobiles | 7.98 | 9.1 |
Auto Components | 2.34 | 10.62 |
Electrical Equipment | 4.2 | 4.77 |
Finance | 3.01 | - |
Agricultural, Commercial & Construction Vehicles | 0.71 | - |
Consumer Durables | 1.78 | 7.81 |
Personal Products | 0.9 | - |
Industrial Products | 2.27 | 14.38 |
Pharmaceuticals & Biotechnology | 2.41 | 7.1 |
Retailing | 1.49 | - |
Cement & Cement Products | 3.71 | - |
Realty | 1.1 | - |
Healthcare Services | 1.14 | - |
Power | 1.6 | - |
Textiles & Apparels | 1.76 | 1.98 |
Insurance | 2.83 | - |
Leisure Services | 1.39 | - |
Industrial Manufacturing | - | 6.44 |
Paper, Forest & Jute Products | - | 1.08 |
Ferrous Metals | - | 5 |
Healthcare Equipment & Supplies | - | 0.33 |
Chemicals & Petrochemicals | - | 0.72 |
Agricultural Food & other Products | - | 1.46 |
Diversified Metals | - | 2.51 |
Aerospace & Defense | - | 2.08 |
Minerals & Mining | - | 1.33 |
Beverages | - | 7.1 |
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