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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) ₹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%

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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 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

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