SBI Magnum Equity ESG Fund vs UTI compare

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

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tortoise-icon UTI-Transpotation and Logistics Fund-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 UTI-Transpotation and Logistics Fund-Growth Option
Fund SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5750 Cr ₹3478 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 1991 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI Nifty Transportation & Logistics TRI
Turn Over 31% 14%
Expense Ratio 1.93 1.93
Manager Rohit Shimpi Sachin Trivedi
ISIN Code INF200K01214 INF789F01299
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 UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -0.78% -0.42%
6 Month -3.89% -10.37%
1 Year 11.41% 10.98%
3 Year 10.5% 21.1%
5 Year 14.49% 21.64%

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 1.48% -4.29%
3 Year 14.18% 22.65%
5 Year 15.54% 24.44%

Rolling Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.48% 13.92%
3 Year 12.47% 15.53%
5 Year 12.9% 15.12%

Risk Management

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.36% 14.14%
Sharp 0.34% 1.69%
Beta 0.87% 0.94%
Alpha 0.81% -1.54%

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Fund Managers

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Rohit Shimpi Sachin Trivedi
Total AUM ₹15441 Cr ₹7301 Cr
Fund Manage 6 3
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.92 4.07
Large Cap 75.85 73.25
Mid Cap 14.49 14.49
Small Cap 5.74 8.18

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.92 4.07
Petroleum Products 2.69 -
IT - Software 15.42 -
IT - Services 1.72 -
Construction 4.61 -
Diversified FMCG 2.37 -
Non - Ferrous Metals 2.01 -
Banks 29.34 -
Automobiles 6.82 57.44
Auto Components 2.78 18.94
Electrical Equipment 4.01 -
Finance 1.75 0.42
Capital Markets 0.54 -
Agricultural, Commercial & Construction Vehicles 0.69 2.04
Consumer Durables 2.76 -
Industrial Products 2.57 0.91
Pharmaceuticals & Biotechnology 2.56 -
Retailing 1.42 2.38
Cement & Cement Products 3.37 -
Healthcare Services 1.35 -
Power 1.67 -
Textiles & Apparels 1.68 -
Insurance 2.81 -
Leisure Services 1.14 -
Transport Services - 8
Transport Infrastructure - 5.68
Commercial Services & Supplies - 0.11

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