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SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
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) | ₹5605 Cr | ₹805 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.08% | 4.54% |
| 6 Month | 12.27% | 18.38% |
| 1 Year | -2.04% | 1.61% |
| 3 Year | 12.64% | 17.24% |
| 5 Year | 17.67% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.01% | 6.94% |
| 1 Year | 8.22% | 17.59% |
| 3 Year | 12.9% | 19.54% |
| 5 Year | 12.97% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.01% | 14.41% |
| 3 Year | 12.54% | 17.71% |
| 5 Year | 13.08% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.58% |
| Sharp | 0.56% | 0.71% |
| Beta | 0.89% | 0.98% |
| Alpha | -0.03% | 1.86% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.2 | 11.26 |
| Large Cap | 78.37 | 50.46 |
| Mid Cap | 13.02 | 14.72 |
| Small Cap | 4.41 | 23.56 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.2 | 2.49 |
| Energy | 3.47 | 1.86 |
| Industrials | 14.64 | 9.47 |
| Technology | 12.16 | 8.98 |
| Consumer Defensive | 3.22 | 5.35 |
| Basic Materials | 5.81 | 12.02 |
| Financial Services | 35.27 | 22.22 |
| Consumer Cyclical | 14.61 | 18.26 |
| Healthcare | 4.03 | 8.84 |
| Real Estate | 1.04 | 2.4 |
| Utilities | 1.54 | 0.69 |
| Communication Services | - | 7.41 |
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