SBI Magnum Equity ESG Fund vs Quant ESG Equity Fund Regular compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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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	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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-2.91%	-5.18%
6 Month	2.62%	1.07%
1 Year	-1.84%	-14.3%
3 Year	13.01%	16.42%
5 Year	17.82%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	2.91%	1.9%
1 Year	2.11%	-7.13%
3 Year	12.13%	10.75%
5 Year	12.87%	-

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%	-

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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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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	3.59	16.71
Large Cap	78.02	60.16
Mid Cap	14.28	4.15
Small Cap	4.11	18.98

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	3.59	12.85
Petroleum Products	3.64	-
Electrical Equipment	4.18	-
IT - Software	11.16	-
IT - Services	1.51	-
Construction	4.6	-
Diversified FMCG	2.12	-
Non - Ferrous Metals	2	-
Banks	29.6	-
Automobiles	8.18	-
Auto Components	2.44	-
Finance	3	-
Agricultural, Commercial & Construction Vehicles	0.56	-
Consumer Durables	1.25	-
Personal Products	0.85	-
Industrial Products	2.56	-
Pharmaceuticals & Biotechnology	2.65	-
Retailing	1.07	-
Cement & Cement Products	3.63	-
Realty	1.12	-
Healthcare Services	1.2	-
Industrial Manufacturing	1.15	-
Power	1.54	-
Textiles & Apparels	1.9	-
Insurance	3.13	-
Leisure Services	1.37	-
Financial Services	-	23.17
Consumer Cyclical	-	12.32
Healthcare	-	18.72
Utilities	-	12.29
Real Estate	-	9.5
Energy	-	0.44
Technology	-	3.01
Consumer Defensive	-	7.69