SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Tata Ethical Fund-Regular Plan - Growth Option

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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	Tata Ethical Fund-Regular Plan - Growth Option
Fund	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5544 Cr	₹3253 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jan 1991	21 Aug 1996
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty 500 Shariah TRI
Turn Over	31%	11.72%
Expense Ratio	1.94	1.92
Manager	Rohit Shimpi	Abhinav Sharma
ISIN Code	INF200K01214	INF277K01956
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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	8.8%	6.09%
6 Month	0.58%	-6.91%
1 Year	12.2%	2.57%
3 Year	17.52%	13.32%
5 Year	22.17%	21.23%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	1.14%	-2.98%
1 Year	-3.1%	-15.46%
3 Year	12.3%	7.46%
5 Year	13.36%	11.4%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	12.48%	13.97%
3 Year	12.47%	13.84%
5 Year	12.9%	14.38%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	12.36%	12.5%
Sharp	0.56%	0.34%
Beta	0.87%	0.86%
Alpha	1.35%	-0.44%

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Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Name	Rohit Shimpi	Abhinav Sharma
Total AUM	₹15441 Cr	₹5613 Cr
Funds Managed	6	3
	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	4.05	7.38
Large Cap	77.43	40.21
Mid Cap	14.2	37.41
Small Cap	4.32	15

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	4.05	7.38
Petroleum Products	3.32	3.77
IT - Software	11.61	15.81
IT - Services	1.66	0.89
Construction	4.7	-
Diversified FMCG	2.25	4
Non - Ferrous Metals	2.11	0.44
Banks	29.68	-
Automobiles	7.98	2
Auto Components	2.34	6.36
Electrical Equipment	4.2	1.72
Finance	3.01	-
Agricultural, Commercial & Construction Vehicles	0.71	-
Consumer Durables	1.78	6.11
Personal Products	0.9	3.45
Industrial Products	2.27	5
Pharmaceuticals & Biotechnology	2.41	12.46
Retailing	1.49	1.45
Cement & Cement Products	3.71	5.7
Realty	1.1	-
Healthcare Services	1.14	3.17
Power	1.6	-
Textiles & Apparels	1.76	1.19
Insurance	2.83	-
Leisure Services	1.39	-
Fertilizers & Agrochemicals	-	2.67
Chemicals & Petrochemicals	-	5.38
Gas	-	5.61
Agricultural Food & other Products	-	2.27
Food Products	-	0.8
Oil	-	1.18
Diversified	-	0.62
Ferrous Metals	-	0.57