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SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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