SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Nippon India Quant Fund -Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5544 Cr | ₹89 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 18 Apr 2008 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | BSE 200 |
Turn Over | 31% | 119% |
Expense Ratio | 1.94 | 0.97 |
Manager | Rohit Shimpi | Ashutosh Bhargava |
ISIN Code | INF200K01214 | INF204K01760 |
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 | Nippon India Quant Fund - Growth charges 0.25% 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 | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Month | -2% | -2.42% |
6 Month | -8.59% | -10.35% |
1 Year | 7.58% | 5.33% |
3 Year | 10.66% | 17.46% |
5 Year | 13.72% | 18.69% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -5.58% | -8.18% |
3 Year | 11.78% | 17.38% |
5 Year | 14.48% | 19.7% |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
1 Year | 12.48% | 12.69% |
3 Year | 12.47% | 11.28% |
5 Year | 12.9% | 11.71% |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 12.36% | 13.02% |
Sharp | 0.38% | 0.79% |
Beta | 0.88% | 1.01% |
Alpha | 0.64% | 3.74% |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Name | Rohit Shimpi | Ashutosh Bhargava |
Total AUM | ₹15441 Cr | ₹121448 Cr |
Fund Manage | 6 | 12 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Nippon India Quant Fund -Growth Plan - Growth Option |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 3.92 | 1.03 |
Large Cap | 75.85 | 81.28 |
Mid Cap | 14.49 | 17.69 |
Small Cap | 5.74 | - |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Nippon India Quant Fund -Growth Plan - Growth Option |
---|---|---|
Others | 3.92 | 1.03 |
Petroleum Products | 2.69 | 4.96 |
IT - Software | 15.42 | 11.95 |
IT - Services | 1.72 | - |
Construction | 4.61 | 3.48 |
Diversified FMCG | 2.37 | - |
Non - Ferrous Metals | 2.01 | - |
Banks | 29.34 | 21.88 |
Automobiles | 6.82 | 7.45 |
Auto Components | 2.78 | 2.18 |
Electrical Equipment | 4.01 | 1.43 |
Finance | 1.75 | 5.13 |
Capital Markets | 0.54 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | - |
Consumer Durables | 2.76 | 4.43 |
Industrial Products | 2.57 | 1.85 |
Pharmaceuticals & Biotechnology | 2.56 | 3.89 |
Retailing | 1.42 | 2.06 |
Cement & Cement Products | 3.37 | - |
Healthcare Services | 1.35 | - |
Power | 1.67 | 3.19 |
Textiles & Apparels | 1.68 | - |
Insurance | 2.81 | 2.6 |
Leisure Services | 1.14 | - |
Aerospace & Defense | - | 3.85 |
Realty | - | 2.25 |
Diversified Metals | - | 2.79 |
Personal Products | - | 1.47 |
Gas | - | 1.92 |
Telecom - Services | - | 4.07 |
Consumable Fuels | - | 2.01 |
Transport Services | - | 1.95 |
Beverages | - | 2.18 |
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