SBI Magnum Equity ESG Fund vs Sundaram Services Fund Regular Plan compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Sundaram Services Fund Regular Plan - 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	Sundaram Services Fund Regular Plan - Growth
Fund	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5832 Cr	₹4429 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 Jan 1991	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	NIFTY Service Sector TRI
Turn Over	31%	29%
Expense Ratio	1.94	1.94
Manager	Rohit Shimpi	Rohit Seksaria
ISIN Code	INF200K01214	INF903JA1EX7
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	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-2.32%	-3.05%
6 Month	4.31%	10.13%
1 Year	-2.18%	9.77%
3 Year	13.72%	19.32%
5 Year	18.1%	25.54%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	3.3%	7.49%
1 Year	3.55%	15.84%
3 Year	13.33%	20.31%
5 Year	13.75%	20.29%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	12.01%	18.83%
3 Year	12.54%	22.01%
5 Year	13.08%	21.89%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.36%	13.00%
Sharp	0.96%	1.25%
Beta	0.89%	0.91%
Alpha	0.55%	6.26%

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Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
Name	Rohit Shimpi	Rohit Seksaria
Total AUM	₹15441 Cr	₹0 Cr
Funds Managed	6	15
	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
Others	3.59	13.02
Large Cap	78.93	51.38
Mid Cap	13.38	7.48
Small Cap	4.11	28.11

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Sundaram Services Fund Regular Plan - Growth
Others	3.59	6.48
Energy	3.64	5.19
Industrials	14.3	6.04
Technology	12.67	6.65
Consumer Defensive	2.97	-
Basic Materials	5.63	-
Financial Services	35.73	37.98
Consumer Cyclical	14.96	12.41
Healthcare	3.85	7.99
Real Estate	1.12	1.61
Utilities	1.54	-
Communication Services	-	15.64