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SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon 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

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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