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) | ₹5613 Cr | ₹1043 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 | 1.03% | -0.33% |
6 Month | 9.67% | 15.36% |
1 Year | 0.37% | -4.53% |
3 Year | 15.06% | 19.75% |
5 Year | 17.63% | 18.9% |
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 | 1.84% | 4.19% |
1 Year | 9.92% | 14.24% |
3 Year | 12.69% | 17.44% |
5 Year | 12.74% | 16.16% |
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 | 11.89% | 11.85% |
3 Year | 12.57% | 13.15% |
5 Year | 13.13% | 11.74% |
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 | 0.68% | 0.82% |
Beta | 0.88% | 0.94% |
Alpha | 0.24% | -2.43% |
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 | 2.37 | 5.29 |
Large Cap | 80.73 | 39.54 |
Mid Cap | 12.55 | 26.84 |
Small Cap | 4.35 | 28.33 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 2.37 | 0.89 |
Energy | 3.43 | 5.11 |
Industrials | 13.13 | 27.53 |
Technology | 12.19 | 1.3 |
Basic Materials | 8.76 | 21.04 |
Consumer Defensive | 3.42 | 4.81 |
Financial Services | 34.52 | - |
Consumer Cyclical | 15.78 | 29.92 |
Healthcare | 3.96 | 9.41 |
Real Estate | 0.97 | - |
Utilities | 1.47 | - |
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