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) | ₹5720 Cr | ₹1115 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 | 2.32% | -1.4% |
| 6 Month | 5.25% | 4.78% |
| 1 Year | 3.08% | 0.12% |
| 3 Year | 13.5% | 17.76% |
| 5 Year | 15.23% | 16.25% |
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 | 4.17% | 2.27% |
| 1 Year | 15.72% | 15.31% |
| 3 Year | 13.24% | 15.93% |
| 5 Year | 12.92% | 15.4% |
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 | 12.63% | 11.03% |
| 3 Year | 13.93% | 13.43% |
| 5 Year | 14.33% | 11.87% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 15.56% |
| Sharp | 0.60% | 0.76% |
| Beta | 0.85% | 0.95% |
| Alpha | 1.03% | -2.3% |
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 | 1.8 | 1.16 |
| Large Cap | 78.62 | 40.39 |
| Mid Cap | 15.51 | 27.47 |
| Small Cap | 4.07 | 30.98 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.8 | 1.16 |
| Petroleum Products | 2.87 | 5.24 |
| Electrical Equipment | 4.37 | 3.2 |
| IT - Software | 9.67 | - |
| IT - Services | 1.44 | - |
| Construction | 4.61 | 1.71 |
| Consumer Durables | 6.12 | 9.42 |
| Diversified FMCG | 2.08 | - |
| Non - Ferrous Metals | 2.49 | 5.23 |
| Banks | 30 | - |
| Automobiles | 8.63 | 12.36 |
| Auto Components | 2.46 | 12.65 |
| Realty | 2.21 | - |
| Finance | 2.41 | - |
| Food Products | 1.38 | - |
| Personal Products | 0.81 | - |
| Industrial Products | 1.52 | 12.68 |
| Pharmaceuticals & Biotechnology | 1.53 | 9.99 |
| Retailing | 1.3 | - |
| Cement & Cement Products | 3.4 | - |
| Healthcare Services | 1.12 | - |
| Industrial Manufacturing | 1.08 | 3.56 |
| Power | 1.51 | 0.75 |
| Textiles & Apparels | 1.61 | 1.32 |
| Insurance | 2.39 | - |
| Leisure Services | 1.19 | - |
| Ferrous Metals | - | 5.57 |
| Healthcare Equipment & Supplies | - | 0.23 |
| Chemicals & Petrochemicals | - | 3 |
| Diversified Metals | - | 2.61 |
| Aerospace & Defense | - | 2.59 |
| Minerals & Mining | - | 1.36 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Beverages | - | 4.57 |
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