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

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon 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) ₹5544 Cr ₹3793 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 2.49% 6.15%
6 Month -2.38% 0.55%
1 Year 7.66% 14.49%
3 Year 13.36% 17.36%
5 Year 20.16% 26.89%

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Sundaram Services Fund Regular Plan - Growth
6 Month 0.76% 4.73%
1 Year -3.62% 7.76%
3 Year 13.21% 18.91%
5 Year 14.23% 20.32%

Rolling Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 12.48% 20.46%
3 Year 12.47% 22.46%
5 Year 12.9% 21.59%

Risk Management

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 12.36% 13.733%
Sharp 0.29% 0.606%
Beta 0.89% -
Alpha 0.07% -

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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 3.57 9.97
Large Cap 78.4 50.92
Mid Cap 13.76 10.3
Small Cap 4.27 28.8

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Sundaram Services Fund Regular Plan - Growth

Others 2.02 6.38
Energy 3.3 5.11
Technology 16.49 7.92
Industrials 12.01 5.77
Consumer Defensive 3.28 -
Basic Materials 5.51 -
Financial Services 35.59 37.21
Consumer Cyclical 15.76 12.78
Healthcare 3.54 7.46
Real Estate 1.05 1.87
Utilities 1.46 -
Communication Services - 15.5

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