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 Average Very High
Asset Size (Cr) ₹5876 Cr ₹71 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2006 02 Feb 2005
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI BSE 200
Turn Over 31% 119%
Expense Ratio 1.92 0.98
Manager Rohit Shimpi Ashutosh Bhargava
ISIN Code INF200K01214 INF204K01760
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.25% if redeemed within 1 month/365

Trailing Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Month -5.29% -6.04%
6 Month 5.43% 5.37%
1 Year 22.54% 30.94%
3 Year 9.98% 18.42%
5 Year 15.36% 21.21%

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 17.93% 20.67%
3 Year 18.58% 26.77%
5 Year 18.57% 24.98%

Rolling Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Nippon India Quant Fund -Growth Plan - Growth Option
1 Year 12.33% 12.36%
3 Year 12.54% 11.1%
5 Year 12.77% 11.62%

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 0.42% 0.9%
Beta 0.86% 1%
Alpha 0.57% 4.58%

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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 4.96 3.89
Large Cap 71.89 80.36
Mid Cap 19.16 15.75
Small Cap 3.99 -

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Nippon India Quant Fund -Growth Plan - Growth Option

Others 2.84 3.89
Energy 3.49 11.29
Technology 15.22 6.1
Construction 5.38 6.93
Consumer Staples 2.74 9.19
Metals & Mining 2.37 3.33
Financial 31.86 32.02
Automobile 10.78 11.03
Capital Goods 10.79 8.08
Materials 5.32 2.8
Healthcare 1.95 3.41
Services 2.55 1.93
Consumer Discretionary 1.06 -
Textiles 1.92 -
Insurance 1.73 -

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