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

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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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)	₹5750 Cr	₹774 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	1.93	2.38
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	-2.09%	-2.63%
6 Month	-4.25%	-2.09%
1 Year	11.36%	15.63%
3 Year	10.13%	12.97%
5 Year	14.57%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	3.42%	4.38%
3 Year	14.73%	18.78%
5 Year	16.2%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	12.33%	17.29%
3 Year	12.54%	18.03%
5 Year	12.77%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	12.36%	13.56%
Sharp	0.34%	0.85%
Beta	0.87%	1%
Alpha	0.81%	-0.29%

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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
Fund Manage	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	3.92	4.78
Large Cap	75.85	54.41
Mid Cap	14.49	17.96
Small Cap	5.74	22.87

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	3.92	2.16
Petroleum Products	2.69	-
IT - Software	15.42	-
IT - Services	1.72	-
Construction	4.61	3.99
Diversified FMCG	2.37	-
Non - Ferrous Metals	2.01	-
Banks	29.34	-
Automobiles	6.82	-
Auto Components	2.78	-
Electrical Equipment	4.01	-
Finance	1.75	-
Capital Markets	0.54	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Consumer Durables	2.76	-
Industrial Products	2.57	-
Pharmaceuticals & Biotechnology	2.56	-
Retailing	1.42	-
Cement & Cement Products	3.37	-
Healthcare Services	1.35	-
Power	1.67	-
Textiles & Apparels	1.68	-
Insurance	2.81	1.3
Leisure Services	1.14	-
Materials	-	4.89
Automobile	-	9.34
Energy	-	2.15
Technology	-	9.59
Metals & Mining	-	3.85
Financial	-	24.04
Healthcare	-	8.8
Chemicals	-	2.77
Services	-	7.94
Consumer Discretionary	-	3.11
Consumer Staples	-	5.34
Capital Goods	-	2.67
Communication	-	7.22
Textiles	-	0.86