SBI Magnum Equity ESG Fund vs Quant ESG Equity Fund Regular compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹5832 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 Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | -3.2% | -6.69% |
6 Month | 3.36% | 0.49% |
1 Year | -3.16% | -15.35% |
3 Year | 13.01% | 15.79% |
5 Year | 17.88% | - |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.3% | 4.26% |
1 Year | 3.55% | -1.45% |
3 Year | 13.33% | 13.54% |
5 Year | 13.75% | - |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 12.01% | 21.51% |
3 Year | 12.54% | 27.16% |
5 Year | 13.08% | - |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.36% | 18.756% |
Sharp | 0.96% | 0.643% |
Beta | 0.89% | 1.112% |
Alpha | 0.55% | 6.426% |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Integration Strategy 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 Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.59 | 16.71 |
Large Cap | 78.93 | 60.16 |
Mid Cap | 13.38 | 4.15 |
Small Cap | 4.11 | 18.98 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.59 | 12.85 |
Energy | 3.64 | 0.44 |
Industrials | 14.3 | - |
Technology | 12.67 | 3.01 |
Consumer Defensive | 2.97 | 7.69 |
Basic Materials | 5.63 | - |
Financial Services | 35.73 | 23.17 |
Consumer Cyclical | 14.96 | 12.32 |
Healthcare | 3.85 | 18.72 |
Real Estate | 1.12 | 9.5 |
Utilities | 1.54 | 12.29 |
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