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)	₹5605 Cr	₹3741 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	1.94	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	3.08%	10.27%
6 Month	13.51%	32.63%
1 Year	-1.58%	5.3%
3 Year	13.94%	23.52%
5 Year	17.47%	26.38%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.01%	15.61%
1 Year	8.22%	37.02%
3 Year	12.9%	25.8%
5 Year	12.97%	24.54%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.01%	13.18%
3 Year	12.54%	16.2%
5 Year	13.08%	15.92%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.36%	16.10%
Sharp	0.56%	0.86%
Beta	0.89%	-
Alpha	-0.03%	-

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	4.2	4.23
Large Cap	78.37	74.01
Mid Cap	13.02	8.78
Small Cap	4.41	12.99

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	4.2	4.23
Energy	3.47	-
Industrials	14.64	16.81
Technology	12.16	-
Consumer Defensive	3.22	-
Basic Materials	5.81	-
Financial Services	35.27	-
Consumer Cyclical	14.61	78.96
Healthcare	4.03	-
Real Estate	1.04	-
Utilities	1.54	-