SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
1 Month	2.49%	3.22%
6 Month	-2.38%	-1.05%
1 Year	7.66%	7.23%
3 Year	13.36%	20.37%
5 Year	20.16%	24.22%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	0.76%	2.21%
1 Year	-3.62%	-0.71%
3 Year	13.21%	20.05%
5 Year	14.23%	20.43%

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%

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	0.29%	0.7%
Beta	0.89%	1%
Alpha	0.07%	3.97%

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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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
Others	3.57	5.89
Large Cap	78.4	76.63
Mid Cap	13.76	17.48
Small Cap	4.27	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
Others	2.02	2.97
Energy	3.3	4.39
Technology	16.49	14.19
Industrials	12.01	9.81
Consumer Defensive	3.28	5.93
Basic Materials	5.51	6.12
Financial Services	35.59	32.72
Consumer Cyclical	15.76	11.55
Healthcare	3.54	6.32
Real Estate	1.05	0
Utilities	1.46	2.48
Communication Services	-	3.52