SBI Magnum Equity ESG Fund vs Nippon India Quant Fund compare

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

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Nippon India Quant Fund -Growth Plan - Growth Option

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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	Very High
Asset Size (Cr)	₹5750 Cr	₹83 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	1.93	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

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
1 Month	-3.37%	-5.34%
6 Month	-5.5%	-5.51%
1 Year	9.9%	11.76%
3 Year	10.14%	17.12%
5 Year	14.4%	19.72%

Scheme Name	SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Nippon India Quant Fund -Growth Plan - Growth Option
6 Month	-	-
1 Year	3.42%	1.21%
3 Year	14.73%	21.07%
5 Year	16.2%	21.75%

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%

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	0.34%	0.92%
Beta	0.87%	0.99%
Alpha	0.81%	5.27%

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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

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	-

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