SBI Magnum Comma Fund vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Comma Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹620 Cr ₹2817 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 24 May 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 2.53 1.95
Manager Pradeep Kesavan Abhinav Sharma
ISIN Code INF200K01339 INF277K01956
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month -8.79% -7.29%
6 Month -0.89% 3.38%
1 Year 22.7% 21.61%
3 Year 10.77% 11.46%
5 Year 20.75% 19.21%

SIP Return Analysis

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 12.5% 16.4%
3 Year 19.29% 18.69%
5 Year 21.43% 20.28%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 9.79% 13.9%
3 Year 11.8% 14.05%
5 Year 10.2% 14.3%

Risk Management

Scheme Name SBI Magnum Comma Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 16.13% 12.5%
Sharp 0.57% 0.59%
Beta 0.8% 0.88%
Alpha -3.62% 0.46%

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

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.04 7.3
Large Cap 54.89 44.12
Small Cap 26.22 13.97
Mid Cap 14.85 34.61

Sector Allocation

Scheme Name

SBI Magnum Comma Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 4.04 6.24
Energy 32.97 4.5
Metals & Mining 31.02 3.57
Services 5.35 1.22
Textiles 4.82 2.19
Materials 15.83 9.23
Chemicals 1.88 6.1
Consumer Staples 4.09 10.41
Capital Goods - 14.79
Technology - 22.83
Healthcare - 10.15
Automobile - 3.17
Communication - 1.22
Consumer Discretionary - 2.33
Diversified - 2.05

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.93%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns18.68%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns17.79%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns13.75%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns8%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns9.69%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns15.29%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.02%

Compare Now
Request call back
Add to Cart Successfully