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SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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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 Nippon India Quant Fund -Growth Plan - Growth Option
Fund SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5544 Cr ₹89 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 1991 18 Apr 2008
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI BSE 200
Turn Over 31% 119%
Expense Ratio 1.94 0.97
Manager Rohit Shimpi Ashutosh Bhargava
ISIN Code INF200K01214 INF204K01760
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 Nippon India Quant Fund - Growth charges 0.25% 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 Nippon India Quant Fund -Growth Plan - Growth Option
1 Month 6.85% 5.79%
6 Month 2.81% 4.23%
1 Year 10.61% 11.83%
3 Year 17.77% 25%
5 Year 22.53% 26.19%

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
6 Month 1.14% 1.82%
1 Year -3.1% -1.39%
3 Year 12.3% 18.36%
5 Year 13.36% 19.23%

Rolling Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Year 12.48% 12.69%
3 Year 12.47% 11.28%
5 Year 12.9% 11.71%

Risk Management

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
Standard Deviation 12.36% 13.02%
Sharp 0.56% 0.93%
Beta 0.87% 0.99%
Alpha 1.35% 4.55%

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Fund Managers

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
Name Rohit Shimpi Ashutosh Bhargava
Total AUM ₹15441 Cr ₹121448 Cr
Funds Managed 6 12
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option

Market Cap

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Nippon India Quant Fund -Growth Plan - Growth Option

Others 4.05 1.01
Large Cap 77.43 80.88
Mid Cap 14.2 18.11
Small Cap 4.32 -

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Nippon India Quant Fund -Growth Plan - Growth Option

Others 4.05 1.01
Petroleum Products 3.32 6.25
IT - Software 11.61 8.3
IT - Services 1.66 -
Construction 4.7 4.74
Diversified FMCG 2.25 -
Non - Ferrous Metals 2.11 2.22
Banks 29.68 21.16
Automobiles 7.98 6.26
Auto Components 2.34 -
Electrical Equipment 4.2 -
Finance 3.01 8.88
Agricultural, Commercial & Construction Vehicles 0.71 -
Consumer Durables 1.78 1.57
Personal Products 0.9 1.77
Industrial Products 2.27 -
Pharmaceuticals & Biotechnology 2.41 6.29
Retailing 1.49 -
Cement & Cement Products 3.71 1.98
Realty 1.1 -
Healthcare Services 1.14 -
Power 1.6 2.62
Textiles & Apparels 1.76 1.74
Insurance 2.83 1.49
Leisure Services 1.39 2.05
Capital Markets - 1.74
Fertilizers & Agrochemicals - 1.72
Agricultural Food & other Products - 2.12
Diversified Metals - 2.64
Aerospace & Defense - 3.11
Telecom - Services - 3.57
Transport Services - 2.5
Beverages - 2.28
Financial Technology (Fintech) - 1.99

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