SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Aditya Birla Sun Life Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
Fund	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5769 Cr	₹896 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	01 Jan 1991	23 Oct 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	BSE 500
Turn Over	31%	72%
Expense Ratio	1.94	2.4
Manager	Rohit Shimpi	Dhaval Joshi
ISIN Code	INF200K01214	INF209KB1T46
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 Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	-0.33%	-1.79%
6 Month	2.94%	9.43%
1 Year	3.04%	9.16%
3 Year	13.71%	18.89%
5 Year	13.99%	17.77%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	3.22%	4.93%
1 Year	14.46%	24.18%
3 Year	12.82%	19.63%
5 Year	12.64%	17.36%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	12.63%	12.75%
3 Year	13.93%	17.87%
5 Year	14.33%	20.09%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	12.36%	13.48%
Sharp	0.67%	0.86%
Beta	0.88%	1.00%
Alpha	-0.02%	3.02%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name	Rohit Shimpi	Dhaval Joshi
Total AUM	₹15441 Cr	₹361932 Cr
Funds Managed	6	55
	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	5.3	19.66
Large Cap	74.12	50.48
Mid Cap	16.74	7.75
Small Cap	3.84	22.11

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.61	4.26
Energy	2.73	1.88
Industrials	12.7	9.2
Technology	9.17	10.79
Basic Materials	11.29	9.26
Consumer Defensive	3.14	6.37
Financial Services	36	26.83
Consumer Cyclical	17.33	16.43
Real Estate	2.5	1.91
Healthcare	2.54	5.49
Utilities	0	0
Communication Services	-	7.58