SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
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) | ₹5832 Cr | ₹103 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 | 0.94 |
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 | -2.32% | -1.96% |
6 Month | 5.43% | 9.13% |
1 Year | -1.65% | 0.38% |
3 Year | 13.83% | 21.49% |
5 Year | 18.1% | 22.89% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | 3.3% | 4.47% |
1 Year | 3.55% | 6.25% |
3 Year | 13.33% | 19.17% |
5 Year | 13.75% | 19.8% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 12.2% | 11.98% |
3 Year | 12.45% | 11.46% |
5 Year | 13.02% | 11.83% |
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 | 0.96% | 1.35% |
Beta | 0.89% | 0.99% |
Alpha | 0.55% | 4.27% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.59 | 6.29 |
Large Cap | 78.93 | 75.96 |
Mid Cap | 13.38 | 17.75 |
Small Cap | 4.11 | - |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 3.59 | 1.58 |
Energy | 3.64 | 7.26 |
Industrials | 14.3 | 13.4 |
Technology | 12.67 | 6.52 |
Consumer Defensive | 2.97 | 4.95 |
Basic Materials | 5.63 | 8.61 |
Financial Services | 35.73 | 34.82 |
Consumer Cyclical | 14.96 | 9.58 |
Healthcare | 3.85 | 5.11 |
Real Estate | 1.12 | - |
Utilities | 1.54 | 3.87 |
Communication Services | - | 4.31 |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns18.36%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.93%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.9%
HDFC Gilt Fund - Growth Plan
3Y Returns7.65%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.89%
Tata Nifty Financial Services Index Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%