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SBI Magnum Equity ESG Fund vs Quant Quantamental Fund Regular compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5605 Cr | ₹2122 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1991 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
| Turn Over | 31% | % |
| Expense Ratio | 1.94 | 2 |
| Manager | Rohit Shimpi | Sanjeev Sharma |
| ISIN Code | INF200K01214 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.08% | 1.39% |
| 6 Month | 12.27% | 11.79% |
| 1 Year | -2.04% | -11.59% |
| 3 Year | 12.64% | 18.99% |
| 5 Year | 17.67% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.01% | 1.59% |
| 1 Year | 8.22% | 4.45% |
| 3 Year | 12.9% | 13.77% |
| 5 Year | 12.97% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.01% | 24.9% |
| 3 Year | 12.54% | 27.02% |
| 5 Year | 13.08% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 17.328% |
| Sharp | 0.56% | 0.966% |
| Beta | 0.89% | - |
| Alpha | -0.03% | - |
Fund Managers
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.2 | 14.21 |
| Large Cap | 78.37 | 70.4 |
| Mid Cap | 13.02 | 4.03 |
| Small Cap | 4.41 | 11.36 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 4.2 | 14.21 |
| Energy | 3.47 | 20.44 |
| Industrials | 14.64 | 6.11 |
| Technology | 12.16 | 0.76 |
| Consumer Defensive | 3.22 | - |
| Basic Materials | 5.81 | 0.16 |
| Financial Services | 35.27 | 32.44 |
| Consumer Cyclical | 14.61 | 8.35 |
| Healthcare | 4.03 | 4.03 |
| Real Estate | 1.04 | 5.85 |
| Utilities | 1.54 | 6.77 |
| Communication Services | - | 0.87 |
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