SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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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 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 Average Very High
Asset Size (Cr) ₹5876 Cr ₹1108 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2006 31 Jan 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 1.92 2.31
Manager Rohit Shimpi Harish Krishnan
ISIN Code INF200K01214 INF209KA1YH6
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./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 -5.63% -5.69%
6 Month 9.54% 13.34%
1 Year 30.34% 49.32%
3 Year 11.43% 18.22%
5 Year 15.87% 20.26%

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 - -
1 Year 14.27% 22.51%
3 Year 30.45% 45.49%
5 Year 59.23% 76.88%

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 10.47% 12.95%
3 Year 11.16% 12.31%
5 Year 10.57% 10.09%

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 0.66% 0.93%
Beta 0.85% 0.91%
Alpha 1.82% -3.62%

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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
Fund Manage 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 4.96 3.14
Large Cap 71.89 46.89
Mid Cap 19.16 24.48
Small Cap 3.99 25.54

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Others 2.84 3.13
Energy 3.49 5.22
Technology 15.22 -
Construction 5.38 8.24
Consumer Staples 2.74 16.87
Metals & Mining 2.37 14.66
Financial 31.86 -
Automobile 10.78 14.93
Capital Goods 10.79 15.42
Materials 5.32 4.21
Healthcare 1.95 7.34
Services 2.55 0.44
Consumer Discretionary 1.06 6.65
Textiles 1.92 2.07
Insurance 1.73 -
Chemicals - 0.87

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