- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.49% | 1.53% |
| 6 Month | -2.38% | -8.95% |
| 1 Year | 7.66% | 0.44% |
| 3 Year | 13.36% | 10.34% |
| 5 Year | 20.16% | 19.83% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.76% | -2.05% |
| 1 Year | -3.62% | -13.09% |
| 3 Year | 13.21% | 9.2% |
| 5 Year | 14.23% | 12.68% |
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 | 0.29% | 0.15% |
| Beta | 0.89% | 0.87% |
| Alpha | 0.07% | -0.77% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.57 | 9.42 |
| Large Cap | 78.4 | 39.68 |
| Mid Cap | 13.76 | 35.67 |
| Small Cap | 4.27 | 15.23 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.02 | 9.42 |
| Energy | 3.3 | 5.98 |
| Technology | 16.49 | 16.25 |
| Industrials | 12.01 | 12.67 |
| Consumer Defensive | 3.28 | 11.69 |
| Basic Materials | 5.51 | 12.39 |
| Financial Services | 35.59 | - |
| Consumer Cyclical | 15.76 | 12.35 |
| Healthcare | 3.54 | 15.21 |
| Real Estate | 1.05 | - |
| Utilities | 1.46 | 4.03 |
Top Comparisons
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.23%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.77%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns6.69%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns9.15%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns19.3%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns12.28%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.83%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.83%
