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 | 5.25% | -0.98% |
6 Month | -6.88% | -13.61% |
1 Year | 8.52% | 4.17% |
3 Year | 11.19% | 13.76% |
5 Year | 21.09% | 21.34% |
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 | -0.26% | -5.26% |
1 Year | -4.27% | -15.46% |
3 Year | 12.67% | 14.54% |
5 Year | 13.96% | 14.96% |
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 | 0.29% | 0.5% |
Beta | 0.89% | 0.93% |
Alpha | 0.07% | -2.6% |
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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 | 3.57 | 1.25 |
Large Cap | 78.4 | 42.3 |
Mid Cap | 13.76 | 24.25 |
Small Cap | 4.27 | 32.23 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 2.02 | 1.25 |
Energy | 3.3 | - |
Technology | 16.49 | - |
Industrials | 12.01 | - |
Consumer Defensive | 3.28 | - |
Basic Materials | 5.51 | - |
Financial Services | 35.59 | - |
Consumer Cyclical | 15.76 | - |
Healthcare | 3.54 | - |
Real Estate | 1.05 | - |
Utilities | 1.46 | - |
Petroleum Products | - | 5.99 |
Auto Components | - | 10.81 |
Construction | - | 6.61 |
Pharmaceuticals & Biotechnology | - | 7.52 |
Consumer Durables | - | 7.94 |
Non - Ferrous Metals | - | 4.36 |
Paper, Forest & Jute Products | - | 1.12 |
Industrial Manufacturing | - | 4.06 |
Ferrous Metals | - | 4.94 |
Electrical Equipment | - | 4.34 |
Healthcare Equipment & Supplies | - | 0.28 |
Automobiles | - | 9.91 |
Industrial Products | - | 13.83 |
Chemicals & Petrochemicals | - | 0.78 |
Agricultural Food & other Products | - | 1.52 |
Diversified Metals | - | 2.32 |
Aerospace & Defense | - | 1.85 |
Textiles & Apparels | - | 2.17 |
Minerals & Mining | - | 1.31 |
Beverages | - | 7.12 |
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