SBI Magnum Equity ESG Fund vs UTI compare

Link copied to clipboard!

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Invest Now

UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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)	₹5544 Cr	₹3334 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	2.31%	4.27%
6 Month	-3.06%	-5.72%
1 Year	7.8%	-1.88%
3 Year	13.32%	21.39%
5 Year	20.88%	28.69%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	0.76%	-0.11%
1 Year	-3.62%	-13.13%
3 Year	13.21%	16.93%
5 Year	14.23%	20.71%

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%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.36%	16.395%
Sharp	0.29%	0.801%
Beta	0.89%	-
Alpha	0.07%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	3.57	4.64
Large Cap	78.4	75.46
Mid Cap	13.76	8.44
Small Cap	4.27	11.46

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.02	4.64
Energy	3.3	-
Technology	16.49	-
Industrials	12.01	15.9
Consumer Defensive	3.28	-
Basic Materials	5.51	-
Financial Services	35.59	-
Consumer Cyclical	15.76	79.46
Healthcare	3.54	-
Real Estate	1.05	-
Utilities	1.46	-