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SBI Magnum Comma Fund vs Tata Ethical Fund compare
SBI Magnum Comma Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹618 Cr | ₹3253 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Aug 2005 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY COMMODITIES TRI | Nifty 500 Shariah TRI |
| Turn Over | 65% | 11.72% |
| Expense Ratio | 2.52 | 1.92 |
| Manager | Pradeep Kesavan | Abhinav Sharma |
| ISIN Code | INF200K01339 | INF277K01956 |
| Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.29% | 3.85% |
| 6 Month | -9.41% | -13.82% |
| 1 Year | 1.35% | 1.49% |
| 3 Year | 9.02% | 8.62% |
| 5 Year | 25.11% | 20.4% |
SIP Return Analysis
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.12% | -3.9% |
| 1 Year | -6.97% | -15.19% |
| 3 Year | 13.96% | 8.35% |
| 5 Year | 15.54% | 12.3% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.95% | 13.97% |
| 3 Year | 11.72% | 13.84% |
| 5 Year | 10.46% | 14.38% |
Risk Management
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.055% | 12.5% |
| Sharp | 0.128% | 0.15% |
| Beta | - | 0.87% |
| Alpha | - | -0.77% |
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Fund Managers
| Scheme Name | SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhinav Sharma |
| Total AUM | ₹434274 Cr | ₹5613 Cr |
| Funds Managed | 43 | 3 |
| SBI Magnum Comma Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Comma Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.14 | 9.42 |
| Large Cap | 50.99 | 39.68 |
| Small Cap | 29.57 | 15.23 |
| Mid Cap | 12.29 | 35.67 |
Sector Allocation
| Scheme Name |
SBI Magnum Comma Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.14 | 9.42 |
| Energy | 26.92 | 5.98 |
| Basic Materials | 44.52 | 12.39 |
| Consumer Cyclical | 4.26 | 12.35 |
| Consumer Defensive | 7.83 | 11.69 |
| Utilities | 9.33 | 4.03 |
| Industrials | - | 12.67 |
| Healthcare | - | 15.21 |
| Technology | - | 16.25 |
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