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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Month | 2.49% | 1.92% |
6 Month | -2.38% | -9.07% |
1 Year | 7.66% | -9.46% |
3 Year | 13.36% | 20.4% |
5 Year | 20.16% | - |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 0.76% | -0.5% |
1 Year | -3.62% | -15.79% |
3 Year | 13.21% | 16.4% |
5 Year | 14.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 12.48% | 27.76% |
3 Year | 12.47% | 31.29% |
5 Year | 12.9% | - |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.36% | 17.328% |
Sharp | 0.29% | 0.966% |
Beta | 0.89% | - |
Alpha | 0.07% | - |
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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 | 3.57 | 20.63 |
Large Cap | 78.4 | 67.16 |
Mid Cap | 13.76 | 4.91 |
Small Cap | 4.27 | 7.29 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 2.02 | 20.63 |
Energy | 3.3 | 12.94 |
Technology | 16.49 | - |
Industrials | 12.01 | 10.49 |
Consumer Defensive | 3.28 | 9.85 |
Basic Materials | 5.51 | 1.38 |
Financial Services | 35.59 | 25.04 |
Consumer Cyclical | 15.76 | 5.52 |
Healthcare | 3.54 | 6.32 |
Real Estate | 1.05 | - |
Utilities | 1.46 | 6.93 |
Communication Services | - | 0.9 |
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