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) | ₹5666 Cr | ₹1062 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 | -2.17% | -2.04% |
6 Month | 6.83% | 10.29% |
1 Year | 0.75% | -2.5% |
3 Year | 12.37% | 16.79% |
5 Year | 17.59% | 17.76% |
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 | 1.81% | 3.32% |
1 Year | 1.83% | 0.48% |
3 Year | 11.73% | 15.62% |
5 Year | 12.52% | 15.18% |
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 | 12.01% | 12.15% |
3 Year | 12.54% | 13.01% |
5 Year | 13.08% | 11.57% |
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% | 15.61% |
Sharp | 0.68% | 0.75% |
Beta | 0.89% | 0.94% |
Alpha | 0.23% | -2.07% |
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 | 4.2 | 3.95 |
Large Cap | 78.37 | 38.49 |
Mid Cap | 13.02 | 26.36 |
Small Cap | 4.41 | 31.2 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.2 | 1.51 |
Energy | 3.47 | 5.14 |
Industrials | 14.64 | 29.67 |
Technology | 12.16 | 1.36 |
Consumer Defensive | 3.22 | 5.25 |
Basic Materials | 5.81 | 21.16 |
Financial Services | 35.27 | - |
Consumer Cyclical | 14.61 | 26.55 |
Healthcare | 4.03 | 9.36 |
Real Estate | 1.04 | - |
Utilities | 1.54 | - |
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