SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5544 Cr | ₹1112 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 03 Feb 2015 |
Category | Other Themes | Manufacturing |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | BSE India Manufacturing TRI |
Turn Over | 31% | 19% |
Expense Ratio | 1.94 | 2.25 |
Manager | Rohit Shimpi | Harish Krishnan |
ISIN Code | INF200K01214 | INF209KA1YH6 |
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 | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.04% | 8.86% |
6 Month | -10.37% | -16.11% |
1 Year | 7.99% | 8.37% |
3 Year | 11.59% | 15.34% |
5 Year | 21.97% | 23.83% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.4% | -7.14% |
1 Year | -6.37% | -13.53% |
3 Year | 12.42% | 16.25% |
5 Year | 14.17% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.48% | 13.56% |
3 Year | 12.47% | 12.59% |
5 Year | 12.9% | 10.55% |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.36% | 13.2% |
Sharp | 0.31% | 0.44% |
Beta | 0.89% | 0.92% |
Alpha | 0.45% | -3.08% |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Rohit Shimpi | Harish Krishnan |
Total AUM | ₹15441 Cr | ₹26655 Cr |
Funds Managed | 6 | 4 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 3.61 | 2.4 |
Large Cap | 78.49 | 42.1 |
Mid Cap | 13.18 | 23.48 |
Small Cap | 4.72 | 32.03 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 1.41 | 1.14 |
Energy | 3.23 | 4.77 |
Technology | 19.43 | 1.31 |
Industrials | 12.68 | 34.2 |
Consumer Defensive | 3.45 | 9.83 |
Basic Materials | 5.43 | 15.84 |
Financial Services | 33.34 | - |
Consumer Cyclical | 15.84 | 25.19 |
Healthcare | 3.57 | 7.73 |
Utilities | 1.63 | - |
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