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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) | ₹5605 Cr | ₹4333 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.26% | 2.4% |
| 6 Month | 12.61% | 19.31% |
| 1 Year | -2.13% | 3.69% |
| 3 Year | 12.85% | 17.18% |
| 5 Year | 17.48% | 23.92% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 3.83% |
| 1 Year | 8.22% | 15.35% |
| 3 Year | 12.9% | 18.58% |
| 5 Year | 12.97% | 18.66% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 12.57% |
| Sharp | 0.56% | 0.78% |
| Beta | 0.89% | 0.93% |
| Alpha | -0.03% | 5.81% |
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 | 4.2 | 13.45 |
| Large Cap | 78.37 | 52.33 |
| Mid Cap | 13.02 | 7.53 |
| Small Cap | 4.41 | 26.68 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.2 | 6.01 |
| Energy | 3.47 | 4.88 |
| Industrials | 14.64 | 6.09 |
| Technology | 12.16 | 6.41 |
| Consumer Defensive | 3.22 | - |
| Basic Materials | 5.81 | - |
| Financial Services | 35.27 | 37.6 |
| Consumer Cyclical | 14.61 | 13.19 |
| Healthcare | 4.03 | 8.47 |
| Real Estate | 1.04 | 1.56 |
| Utilities | 1.54 | - |
| Communication Services | - | 15.8 |
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