SBI Magnum Equity ESG Fund vs Quant Quantamental Fund Regular compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Quant Quantamental 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 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)	₹5544 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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
1 Month	1.64%	3.31%
6 Month	-2.37%	-2.34%
1 Year	4.06%	-7.68%
3 Year	17.83%	27.51%
5 Year	20.62%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
6 Month	6.41%	8.3%
1 Year	4.97%	0.65%
3 Year	14.24%	18.31%
5 Year	14.35%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
1 Year	12.2%	26.08%
3 Year	12.45%	27.24%
5 Year	13.02%	-

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
Standard Deviation	12.36%	17.328%
Sharp	0.73%	0.966%
Beta	0.89%	-
Alpha	0.89%	-

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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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
Others	3.94	20.63
Large Cap	78.8	67.16
Mid Cap	13.81	4.91
Small Cap	3.45	7.29

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Quant Quantamental Fund Regular - Growth
Others	3.94	20.63
Petroleum Products	3.58	-
Electrical Equipment	4.8	-
IT - Software	11	-
IT - Services	1.53	-
Construction	4.4	-
Diversified FMCG	2.28	-
Non - Ferrous Metals	1.89	-
Banks	30.47	-
Automobiles	8.31	-
Auto Components	2.37	-
Finance	2.89	-
Agricultural, Commercial & Construction Vehicles	0.53	-
Consumer Durables	0.98	-
Personal Products	0.96	-
Industrial Products	2.03	-
Pharmaceuticals & Biotechnology	2.49	-
Retailing	1.58	-
Cement & Cement Products	3.67	-
Realty	1.09	-
Healthcare Services	1.25	-
Power	1.66	-
Textiles & Apparels	1.84	-
Insurance	3	-
Leisure Services	1.46	-
Energy	-	12.94
Healthcare	-	6.32
Industrials	-	10.49
Financial Services	-	25.04
Consumer Defensive	-	9.85
Basic Materials	-	1.38
Consumer Cyclical	-	5.52
Communication Services	-	0.9
Utilities	-	6.93