SBI Magnum Equity ESG Fund vs Quant ESG Equity Fund Regular compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5544 Cr | ₹288 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 100 ESG TRI |
Turn Over | 31% | % |
Expense Ratio | 1.94 | 2.42 |
Manager | Rohit Shimpi | Sanjeev Sharma |
ISIN Code | INF200K01214 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 2.49% | 4.42% |
6 Month | -2.38% | -9.61% |
1 Year | 7.66% | -1.25% |
3 Year | 13.36% | 14.78% |
5 Year | 20.16% | - |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | 0.76% | 0.32% |
1 Year | -3.62% | -12.46% |
3 Year | 13.21% | 14.01% |
5 Year | 14.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 12.48% | 24.8% |
3 Year | 12.47% | 29.82% |
5 Year | 12.9% | - |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.36% | 18.756% |
Sharp | 0.29% | 0.643% |
Beta | 0.89% | 1.112% |
Alpha | 0.07% | 6.426% |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Rohit Shimpi | Sanjeev Sharma |
Total AUM | ₹15441 Cr | ₹39731 Cr |
Funds Managed | 6 | 22 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 3.57 | 13.27 |
Large Cap | 78.4 | 45.01 |
Mid Cap | 13.76 | 21.29 |
Small Cap | 4.27 | 20.43 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 2.02 | 13.27 |
Energy | 3.3 | 9.56 |
Technology | 16.49 | 3.22 |
Industrials | 12.01 | - |
Consumer Defensive | 3.28 | 8.79 |
Basic Materials | 5.51 | - |
Financial Services | 35.59 | 32.57 |
Consumer Cyclical | 15.76 | 6.97 |
Healthcare | 3.54 | 19.88 |
Real Estate | 1.05 | - |
Utilities | 1.46 | 5.74 |
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