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SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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