SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5750 Cr | ₹774 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 01 Jan 1991 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 31% | 72% |
| Expense Ratio | 1.93 | 2.38 |
| Manager | Rohit Shimpi | Dhaval Joshi |
| ISIN Code | INF200K01214 | INF209KB1T46 |
| 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 Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.37% | -4.16% |
| 6 Month | -5.5% | -3.63% |
| 1 Year | 9.9% | 13.82% |
| 3 Year | 10.14% | 13.09% |
| 5 Year | 14.4% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.42% | 4.38% |
| 3 Year | 14.73% | 18.78% |
| 5 Year | 16.2% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.33% | 17.29% |
| 3 Year | 12.54% | 18.03% |
| 5 Year | 12.77% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.56% |
| Sharp | 0.34% | 0.85% |
| Beta | 0.87% | 1% |
| Alpha | 0.81% | -0.29% |
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| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohit Shimpi | Dhaval Joshi |
| Total AUM | ₹15441 Cr | ₹361932 Cr |
| Fund Manage | 6 | 55 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.92 | 4.78 |
| Large Cap | 75.85 | 54.41 |
| Mid Cap | 14.49 | 17.96 |
| Small Cap | 5.74 | 22.87 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.92 | 2.16 |
| Petroleum Products | 2.69 | - |
| IT - Software | 15.42 | - |
| IT - Services | 1.72 | - |
| Construction | 4.61 | 3.99 |
| Diversified FMCG | 2.37 | - |
| Non - Ferrous Metals | 2.01 | - |
| Banks | 29.34 | - |
| Automobiles | 6.82 | - |
| Auto Components | 2.78 | - |
| Electrical Equipment | 4.01 | - |
| Finance | 1.75 | - |
| Capital Markets | 0.54 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Consumer Durables | 2.76 | - |
| Industrial Products | 2.57 | - |
| Pharmaceuticals & Biotechnology | 2.56 | - |
| Retailing | 1.42 | - |
| Cement & Cement Products | 3.37 | - |
| Healthcare Services | 1.35 | - |
| Power | 1.67 | - |
| Textiles & Apparels | 1.68 | - |
| Insurance | 2.81 | 1.3 |
| Leisure Services | 1.14 | - |
| Materials | - | 4.89 |
| Automobile | - | 9.34 |
| Energy | - | 2.15 |
| Technology | - | 9.59 |
| Metals & Mining | - | 3.85 |
| Financial | - | 24.04 |
| Healthcare | - | 8.8 |
| Chemicals | - | 2.77 |
| Services | - | 7.94 |
| Consumer Discretionary | - | 3.11 |
| Consumer Staples | - | 5.34 |
| Capital Goods | - | 2.67 |
| Communication | - | 7.22 |
| Textiles | - | 0.86 |
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