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 | 4.45% | 5.04% |
6 Month | 2.28% | -0.02% |
1 Year | 8.18% | -5.8% |
3 Year | 16.68% | 24.36% |
5 Year | 22.59% | - |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 5.92% | 5.58% |
1 Year | 5.83% | -3.87% |
3 Year | 15.53% | 19.19% |
5 Year | 15.21% | - |
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 | 0.56% | 0.966% |
Beta | 0.87% | - |
Alpha | 1.35% | - |
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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 | 4.05 | 20.63 |
Large Cap | 77.43 | 67.16 |
Mid Cap | 14.2 | 4.91 |
Small Cap | 4.32 | 7.29 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 4.05 | 20.63 |
Petroleum Products | 3.32 | - |
IT - Software | 11.61 | - |
IT - Services | 1.66 | - |
Construction | 4.7 | - |
Diversified FMCG | 2.25 | - |
Non - Ferrous Metals | 2.11 | - |
Banks | 29.68 | - |
Automobiles | 7.98 | - |
Auto Components | 2.34 | - |
Electrical Equipment | 4.2 | - |
Finance | 3.01 | - |
Agricultural, Commercial & Construction Vehicles | 0.71 | - |
Consumer Durables | 1.78 | - |
Personal Products | 0.9 | - |
Industrial Products | 2.27 | - |
Pharmaceuticals & Biotechnology | 2.41 | - |
Retailing | 1.49 | - |
Cement & Cement Products | 3.71 | - |
Realty | 1.1 | - |
Healthcare Services | 1.14 | - |
Power | 1.6 | - |
Textiles & Apparels | 1.76 | - |
Insurance | 2.83 | - |
Leisure Services | 1.39 | - |
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 |
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