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) | ₹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 | 6.86% | 6.67% |
6 Month | -3.7% | -0.55% |
1 Year | 8.66% | 16.78% |
3 Year | 14.98% | 19.12% |
5 Year | 21.33% | 27.31% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.14% | 2.38% |
1 Year | -3.1% | 4.36% |
3 Year | 12.3% | 17.09% |
5 Year | 13.36% | 18.94% |
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 | 0.56% | 0.606% |
Beta | 0.87% | - |
Alpha | 1.35% | - |
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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 | 4.05 | 9.97 |
Large Cap | 77.43 | 50.92 |
Mid Cap | 14.2 | 10.3 |
Small Cap | 4.32 | 28.8 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 4.05 | 6.38 |
Petroleum Products | 3.32 | - |
IT - Software | 11.61 | - |
IT - Services | 1.66 | - |
Construction | 4.7 | - |
Diversified FMCG | 2.25 | - |
Non - Ferrous Metals | 2.11 | - |
Banks | 29.68 | - |
Automobiles | 7.98 | - |
Auto Components | 2.34 | - |
Electrical Equipment | 4.2 | - |
Finance | 3.01 | - |
Agricultural, Commercial & Construction Vehicles | 0.71 | - |
Consumer Durables | 1.78 | - |
Personal Products | 0.9 | - |
Industrial Products | 2.27 | - |
Pharmaceuticals & Biotechnology | 2.41 | - |
Retailing | 1.49 | - |
Cement & Cement Products | 3.71 | - |
Realty | 1.1 | - |
Healthcare Services | 1.14 | - |
Power | 1.6 | - |
Textiles & Apparels | 1.76 | - |
Insurance | 2.83 | - |
Leisure Services | 1.39 | - |
Energy | - | 5.11 |
Technology | - | 7.92 |
Consumer Cyclical | - | 12.78 |
Communication Services | - | 15.5 |
Financial Services | - | 37.21 |
Healthcare | - | 7.46 |
Industrials | - | 5.77 |
Real Estate | - | 1.87 |
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