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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) | ₹5769 Cr | ₹4769 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 | -0.33% | -1.77% |
| 6 Month | 2.94% | 2.49% |
| 1 Year | 3.04% | 6.3% |
| 3 Year | 13.71% | 17.43% |
| 5 Year | 13.99% | 20.16% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.22% | 2.25% |
| 1 Year | 14.46% | 16.99% |
| 3 Year | 12.82% | 17.38% |
| 5 Year | 12.64% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.58% | 17.39% |
| 3 Year | 13.92% | 21.59% |
| 5 Year | 14.33% | 22.11% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 12.45% |
| Sharp | 0.67% | 0.83% |
| Beta | 0.88% | 0.97% |
| Alpha | -0.02% | 5.72% |
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 | 5.3 | 12.99 |
| Large Cap | 74.12 | 53.39 |
| Mid Cap | 16.74 | 6.81 |
| Small Cap | 3.84 | 26.81 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.61 | 4.5 |
| Energy | 2.73 | 5.04 |
| Industrials | 12.7 | 6.38 |
| Technology | 9.17 | 7.9 |
| Basic Materials | 11.29 | - |
| Consumer Defensive | 3.14 | - |
| Financial Services | 36 | 38.53 |
| Consumer Cyclical | 17.33 | 12.81 |
| Real Estate | 2.5 | 1.67 |
| Healthcare | 2.54 | 7.41 |
| Utilities | 0 | - |
| Communication Services | - | 15.77 |
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