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 | Average | Very High |
| Asset Size (Cr) | ₹5876 Cr | ₹755 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Jan 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 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.98% | -6.48% |
| 6 Month | 5.78% | 7.84% |
| 1 Year | 22.71% | 30.29% |
| 3 Year | 10.12% | 12.79% |
| 5 Year | 15.51% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.93% | 21.3% |
| 3 Year | 18.58% | 22.79% |
| 5 Year | 18.57% | - |
| 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 | 0.42% | 0.85% |
| Beta | 0.86% | 1% |
| Alpha | 0.57% | -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 | 4.96 | 4.78 |
| Large Cap | 71.89 | 54.41 |
| Mid Cap | 19.16 | 17.96 |
| Small Cap | 3.99 | 22.87 |
| Scheme Name |
SBI ESG Exclusionary Strategy 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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