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 Average Very High
Asset Size (Cr) ₹5876 Cr ₹278 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2006 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 1.92 2.39
Manager Rohit Shimpi Sanjeev Sharma
ISIN Code INF200K01214 INF966L01AB8
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
1 Month -5.79% -6.22%
6 Month 8.17% 10.81%
1 Year 25.34% 35.91%
3 Year 9.57% 21.51%
5 Year 15.63% -

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 17.93% 15.38%
3 Year 18.58% 25.4%
5 Year 18.57% -

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 0.42% 1.25%
Beta 0.86% 0.94%
Alpha 0.57% 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 4.96 13.46
Large Cap 71.89 54.11
Mid Cap 19.16 10.01
Small Cap 3.99 22.4

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Quant ESG Equity Fund Regular - Growth

Others 2.84 -2.96
Energy 3.49 24.53
Technology 15.22 7.98
Construction 5.38 -
Consumer Staples 2.74 13.5
Metals & Mining 2.37 -
Financial 31.86 18.3
Automobile 10.78 -
Capital Goods 10.79 -
Materials 5.32 0.43
Healthcare 1.95 16.19
Services 2.55 17.06
Consumer Discretionary 1.06 -
Textiles 1.92 -
Insurance 1.73 4.95

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