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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
Overview
| 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) | ₹5544 Cr | ₹732 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 | 1.94 | 2.4 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.36% | 4.7% |
| 6 Month | -10.97% | -13.02% |
| 1 Year | 5.34% | 7.46% |
| 3 Year | 9.94% | 12.34% |
| 5 Year | 22.97% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.4% | -4.86% |
| 1 Year | -6.37% | -7.44% |
| 3 Year | 12.42% | 15.84% |
| 5 Year | 14.17% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.48% | 17.62% |
| 3 Year | 12.47% | 17.72% |
| 5 Year | 12.9% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.36% | 14.687% |
| Sharp | 0.31% | 0.532% |
| Beta | 0.89% | - |
| Alpha | 0.45% | - |
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Fund Managers
| 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 |
| Funds Managed | 6 | 55 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.61 | 8.65 |
| Large Cap | 78.49 | 49.95 |
| Mid Cap | 13.18 | 18.25 |
| Small Cap | 4.72 | 23.14 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.41 | 5.81 |
| Energy | 3.23 | 1.85 |
| Technology | 19.43 | 12.66 |
| Industrials | 12.68 | 4.8 |
| Consumer Defensive | 3.45 | 4.65 |
| Basic Materials | 5.43 | 13.04 |
| Financial Services | 33.34 | 22.13 |
| Consumer Cyclical | 15.84 | 16.47 |
| Healthcare | 3.57 | 8.66 |
| Utilities | 1.63 | 0.84 |
| Communication Services | - | 6.88 |
| Real Estate | - | 2.18 |
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