- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5613 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 | 2.98% | 1.81% |
| 6 Month | 6.78% | 8.03% |
| 1 Year | 4.95% | -1.77% |
| 3 Year | 13.66% | 20.14% |
| 5 Year | 17.96% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.36% | 0.55% |
| 1 Year | 6.15% | 6.83% |
| 3 Year | 11.03% | 12.01% |
| 5 Year | 11.71% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.89% | 23.61% |
| 3 Year | 12.57% | 26.26% |
| 5 Year | 13.13% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 17.328% |
| Sharp | 0.61% | 0.966% |
| Beta | 0.85% | - |
| Alpha | 0.81% | - |
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 | 1.39 | 43.02 |
| Large Cap | 81.08 | 50.9 |
| Mid Cap | 13.26 | 4.3 |
| Small Cap | 4.27 | 1.78 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 1.39 | 30.55 |
| Energy | 3.44 | 18.69 |
| Industrials | 13.19 | 6.83 |
| Technology | 11.84 | 0.88 |
| Basic Materials | 9.62 | - |
| Consumer Defensive | 3.23 | - |
| Financial Services | 35.16 | 16.85 |
| Consumer Cyclical | 16.46 | 5.85 |
| Healthcare | 3.18 | 4.3 |
| Real Estate | 0.98 | 5.91 |
| Utilities | 1.5 | 9.25 |
| Communication Services | - | 0.9 |
Top Comparisons
Mirae Asset Liquid Fund - Growth
3Y Returns6.98%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.94%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns13.83%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.79%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.27%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns16.3%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.55%
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.43%
