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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
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 | 0.56% | 0.34% |
Beta | 0.87% | 0.86% |
Alpha | 1.35% | -0.44% |
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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 | 4.05 | 7.38 |
Large Cap | 77.43 | 40.21 |
Mid Cap | 14.2 | 37.41 |
Small Cap | 4.32 | 15 |
Sector Allocation
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 |
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