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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) | ₹5715 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 | 1.64% | 3.45% |
| 6 Month | -2.37% | 1.82% |
| 1 Year | 4.06% | 16.05% |
| 3 Year | 17.83% | 22.78% |
| 5 Year | 20.62% | 27.11% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.41% | 10.36% |
| 1 Year | 4.97% | 16.37% |
| 3 Year | 14.24% | 20.51% |
| 5 Year | 14.35% | 20.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.2% | 19.51% |
| 3 Year | 12.45% | 21.93% |
| 5 Year | 13.02% | 21.73% |
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 | 0.77% | 0.606% |
| Beta | 0.86% | - |
| Alpha | 1.43% | - |
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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 | 3.94 | 9.97 |
| Large Cap | 78.8 | 50.92 |
| Mid Cap | 13.81 | 10.3 |
| Small Cap | 3.45 | 28.8 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.94 | 6.38 |
| Petroleum Products | 3.58 | - |
| Electrical Equipment | 4.8 | - |
| IT - Software | 11 | - |
| IT - Services | 1.53 | - |
| Construction | 4.4 | - |
| Diversified FMCG | 2.28 | - |
| Non - Ferrous Metals | 1.89 | - |
| Banks | 30.47 | - |
| Automobiles | 8.31 | - |
| Auto Components | 2.37 | - |
| Finance | 2.89 | - |
| Agricultural, Commercial & Construction Vehicles | 0.53 | - |
| Consumer Durables | 0.98 | - |
| Personal Products | 0.96 | - |
| Industrial Products | 2.03 | - |
| Pharmaceuticals & Biotechnology | 2.49 | - |
| Retailing | 1.58 | - |
| Cement & Cement Products | 3.67 | - |
| Realty | 1.09 | - |
| Healthcare Services | 1.25 | - |
| Power | 1.66 | - |
| Textiles & Apparels | 1.84 | - |
| Insurance | 3 | - |
| Leisure Services | 1.46 | - |
| 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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