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) | ₹5715 Cr | ₹3456 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 | 2.55% | 2.83% |
6 Month | 3.66% | -2.39% |
1 Year | 1.86% | -5.13% |
3 Year | 17.7% | 14.94% |
5 Year | 19.63% | 19.98% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 8.23% | 6.82% |
1 Year | 10.16% | 0.1% |
3 Year | 15.1% | 10.78% |
5 Year | 14.79% | 12.86% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 12.2% | 13.66% |
3 Year | 12.45% | 13.52% |
5 Year | 13.02% | 14.51% |
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 | 0.73% | 0.48% |
Beta | 0.89% | 0.87% |
Alpha | 0.89% | -0.97% |
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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 | 3.8 | 9.13 |
Large Cap | 78.55 | 39.88 |
Mid Cap | 13.69 | 36.23 |
Small Cap | 3.96 | 14.76 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 3.8 | 9.13 |
Petroleum Products | 3.52 | 3.95 |
Electrical Equipment | 5.57 | 1.92 |
IT - Software | 11.14 | 15.3 |
IT - Services | 1.53 | 0.88 |
Construction | 4.71 | - |
Diversified FMCG | 2.22 | 3.87 |
Non - Ferrous Metals | 1.86 | - |
Banks | 29.71 | - |
Automobiles | 8.06 | 2.16 |
Auto Components | 2.69 | 7.47 |
Finance | 3.01 | - |
Agricultural, Commercial & Construction Vehicles | 0.54 | - |
Consumer Durables | 1.23 | 4.81 |
Personal Products | 0.88 | 3.32 |
Industrial Products | 2.4 | 5.02 |
Pharmaceuticals & Biotechnology | 2.63 | 11.79 |
Retailing | 1.07 | 1.45 |
Cement & Cement Products | 3.43 | 5.15 |
Realty | 1.1 | - |
Healthcare Services | 1.22 | 2.81 |
Power | 1.52 | - |
Textiles & Apparels | 1.82 | 1.21 |
Insurance | 3.04 | - |
Leisure Services | 1.3 | - |
Fertilizers & Agrochemicals | - | 2.78 |
Chemicals & Petrochemicals | - | 5.09 |
Gas | - | 5.54 |
Agricultural Food & other Products | - | 2.09 |
Food Products | - | 0.8 |
Oil | - | 1.22 |
Diversified | - | 0.59 |
Ferrous Metals | - | 1.65 |
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