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	Other Themes
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	1.95%	-0.34%
6 Month	5.83%	21.02%
1 Year	4.75%	14.41%
3 Year	13.47%	23.19%
5 Year	17.31%	26.66%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.21%	8.31%
1 Year	11.97%	32.06%
3 Year	12.94%	23.6%
5 Year	12.8%	23.25%

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	1.36	6.15
Large Cap	81.11	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	1.36	6.15
Petroleum Products	3.44	-
Electrical Equipment	4.44	-
IT - Software	10.38	-
IT - Services	1.47	-
Construction	4.77	-
Consumer Durables	4.92	-
Diversified FMCG	2.42	-
Non - Ferrous Metals	2.28	-
Banks	29.34	-
Automobiles	9.95	-
Auto Components	2.42	-
Finance	2.82	-
Personal Products	0.81	-
Industrial Products	1.48	-
Pharmaceuticals & Biotechnology	1.79	-
Retailing	1.25	-
Cement & Cement Products	3.81	-
Realty	0.98	-
Healthcare Services	1.39	-
Industrial Manufacturing	1.09	-
Power	1.5	-
Textiles & Apparels	1.62	-
Insurance	3.02	-
Leisure Services	1.25	-
Consumer Cyclical	-	79.22
Industrials	-	14.63