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)	₹5715 Cr	₹3447 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	0.99%	1.99%
6 Month	6.34%	7%
1 Year	1.71%	-4.08%
3 Year	16.72%	23.01%
5 Year	19.25%	26.96%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	8.23%	11.19%
1 Year	10.16%	10.66%
3 Year	15.1%	20.75%
5 Year	14.79%	22.37%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.2%	13.52%
3 Year	12.45%	15.91%
5 Year	13.02%	15.62%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.36%	16.47%
Sharp	0.96%	1.02%
Beta	0.89%	-
Alpha	0.55%	-

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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	3.81	4.07
Large Cap	78.55	72.71
Mid Cap	13.69	9.81
Small Cap	3.96	13.41

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	3.81	4.07
Energy	3.52	-
Industrials	14.43	17.18
Technology	12.67	-
Consumer Defensive	3.1	-
Basic Materials	5.3	-
Financial Services	35.76	-
Consumer Cyclical	14.95	78.75
Healthcare	3.85	-
Real Estate	1.1	-
Utilities	1.52	-