SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund SBI Magnum Equity ESG 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) ₹5876 Cr ₹755 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Nov 2006 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 1.92 2.4
Manager Rohit Shimpi Dhaval Joshi
ISIN Code INF200K01214 INF209KB1T46
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 5.1% 1.75%
6 Month 20.88% 20.45%
1 Year 30.68% 44.02%
3 Year 14.47% 18.29%
5 Year 18.92% -

SIP Return Analysis

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 14.27% 17.49%
3 Year 30.45% 37.16%
5 Year 59.23% 47.11%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 19.54% 17.85%
3 Year 46.81% 46.18%
5 Year 67.51% 50.78%

Risk Management

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 12.36% 13.56%
Sharp 0.65% 0.85%
Beta 0.85% 1%
Alpha 1.49% -0.29%

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Fund Managers

Scheme Name SBI Magnum Equity ESG 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 Magnum Equity ESG Fund- REGULAR PLAN - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 4.96 4.78
Large Cap 71.89 54.41
Mid Cap 19.16 17.96
Small Cap 3.99 22.87

Sector Allocation

Scheme Name

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 2.84 2.16
Energy 3.49 2.15
Technology 15.22 9.59
Construction 5.38 3.99
Consumer Staples 2.74 5.34
Metals & Mining 2.37 3.85
Financial 31.86 24.04
Automobile 10.78 9.34
Capital Goods 10.79 2.67
Materials 5.32 4.89
Healthcare 1.95 8.8
Services 2.55 7.94
Consumer Discretionary 1.06 3.11
Textiles 1.92 0.86
Insurance 1.73 1.3
Chemicals - 2.77
Communication - 7.22

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