SBI Magnum Equity ESG Fund vs UTI compare

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SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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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)	₹5613 Cr	₹3968 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	Best SIP
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty Transportation & Logistics TRI
Turn Over	31%	14%
Expense Ratio	1.94	1.96
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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	2.7%	0.49%
6 Month	6.61%	22.03%
1 Year	5.02%	15.34%
3 Year	13.76%	23.67%
5 Year	17.7%	27.06%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	0.36%	7.7%
1 Year	6.15%	31.08%
3 Year	11.03%	23.3%
5 Year	11.71%	23.04%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.89%	12.93%
3 Year	12.57%	16.46%
5 Year	13.13%	16.16%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.36%	15.94%
Sharp	0.68%	0.99%
Beta	0.88%	-
Alpha	0.24%	-

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
Funds Managed	6	3
	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.39	6.15
Large Cap	81.08	73.23
Mid Cap	13.26	8.09
Small Cap	4.27	12.53

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.39	6.15
Energy	3.44	-
Industrials	13.19	14.63
Technology	11.84	-
Basic Materials	9.62	-
Consumer Defensive	3.23	-
Financial Services	35.16	-
Consumer Cyclical	16.46	79.22
Healthcare	3.18	-
Real Estate	0.98	-
Utilities	1.5	-