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	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%

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%

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	0.56%	0.93%
Beta	0.87%	0.99%
Alpha	1.35%	4.55%

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

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