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SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹5613 Cr | ₹3616 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 | 1.93 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.82% | 2% |
| 6 Month | 6.78% | 3.74% |
| 1 Year | 4.95% | -5.23% |
| 3 Year | 13.66% | 10.92% |
| 5 Year | 17.96% | 16.77% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.1% | -0.73% |
| 1 Year | 6.02% | 0.36% |
| 3 Year | 10.83% | 6.19% |
| 5 Year | 11.68% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 13.35% |
| 3 Year | 12.57% | 13.44% |
| 5 Year | 13.13% | 14.75% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.36% | 12.5% |
| Sharp | 0.68% | 0.41% |
| Beta | 0.88% | 0.86% |
| Alpha | 0.24% | -0.78% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.39 | 8.67 |
| Large Cap | 81.08 | 46.63 |
| Mid Cap | 13.26 | 30.58 |
| Small Cap | 4.27 | 14.12 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.39 | 8.67 |
| Energy | 3.44 | 5.21 |
| Industrials | 13.19 | 12.34 |
| Technology | 11.84 | 20.48 |
| Basic Materials | 9.62 | 11.57 |
| Consumer Defensive | 3.23 | 10.65 |
| Financial Services | 35.16 | - |
| Consumer Cyclical | 16.46 | 14.11 |
| Healthcare | 3.18 | 12.94 |
| Real Estate | 0.98 | - |
| Utilities | 1.5 | 4.04 |
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