SBI Magnum Equity ESG Fund vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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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 Quant ESG Equity Fund Regular - Growth
Fund SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5750 Cr ₹309 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 1991 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI NIFTY 100 ESG TRI
Turn Over 31% %
Expense Ratio 1.93 2.39
Manager Rohit Shimpi Sanjeev Sharma
ISIN Code INF200K01214 INF966L01AB8
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 Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
1 Month -3.37% -1.8%
6 Month -5.5% -10.94%
1 Year 9.9% 9.43%
3 Year 10.14% 17.06%
5 Year 14.4% -

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 3.42% -5.39%
3 Year 14.73% 18.62%
5 Year 16.2% -

Rolling Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
1 Year 12.33% 25.14%
3 Year 12.54% 30.59%
5 Year 12.77% -

Risk Management

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 12.36% 17.3%
Sharp 0.34% 1.25%
Beta 0.87% 0.94%
Alpha 0.81% 12.45%

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Fund Managers

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
Name Rohit Shimpi Sanjeev Sharma
Total AUM ₹15441 Cr ₹39731 Cr
Fund Manage 6 22
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Quant ESG Equity Fund Regular - Growth

Others 3.92 9.98
Large Cap 75.85 55.99
Mid Cap 14.49 5.88
Small Cap 5.74 28.14

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Quant ESG Equity Fund Regular - Growth

Others 3.92 9.98
Petroleum Products 2.69 9.32
IT - Software 15.42 0.88
IT - Services 1.72 -
Construction 4.61 -
Diversified FMCG 2.37 -
Non - Ferrous Metals 2.01 -
Banks 29.34 -
Automobiles 6.82 -
Auto Components 2.78 -
Electrical Equipment 4.01 -
Finance 1.75 11.77
Capital Markets 0.54 -
Agricultural, Commercial & Construction Vehicles 0.69 -
Consumer Durables 2.76 -
Industrial Products 2.57 -
Pharmaceuticals & Biotechnology 2.56 11.59
Retailing 1.42 7.83
Cement & Cement Products 3.37 -
Healthcare Services 1.35 -
Power 1.67 -
Textiles & Apparels 1.68 -
Insurance 2.81 16.89
Leisure Services 1.14 -
Agricultural Food & other Products - 5
Food Products - 21.03
Telecom - Services - 4.71
Commercial Services & Supplies - 0.99

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