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SBI Magnum Equity ESG Fund vs Sundaram Services Fund Regular Plan compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹5613 Cr | ₹4426 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 | Best SIP |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.98% | 3.28% |
| 6 Month | 6.78% | 9.2% |
| 1 Year | 4.95% | 9.96% |
| 3 Year | 13.66% | 18.06% |
| 5 Year | 17.96% | 24.85% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.1% | 0.29% |
| 1 Year | 6.02% | 10.83% |
| 3 Year | 10.83% | 16.01% |
| 5 Year | 11.68% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.89% | 18.31% |
| 3 Year | 12.57% | 21.8% |
| 5 Year | 13.13% | 22.06% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.46% |
| Sharp | 0.61% | 0.88% |
| Beta | 0.85% | 0.97% |
| Alpha | 0.81% | 5.88% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.39 | 14.21 |
| Large Cap | 81.08 | 51.59 |
| Mid Cap | 13.26 | 7.3 |
| Small Cap | 4.27 | 26.9 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.39 | 6.1 |
| Energy | 3.44 | 4.72 |
| Industrials | 13.19 | 6.49 |
| Technology | 11.84 | 6.96 |
| Basic Materials | 9.62 | - |
| Consumer Defensive | 3.23 | - |
| Financial Services | 35.16 | 36.62 |
| Consumer Cyclical | 16.46 | 13.34 |
| Healthcare | 3.18 | 8.51 |
| Real Estate | 0.98 | 1.61 |
| Utilities | 1.5 | - |
| Communication Services | - | 15.64 |
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