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) | ₹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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