SBI Magnum Equity ESG Fund vs Quant ESG Equity Fund Regular compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
| 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 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.4% | -3.39% |
| 6 Month | 0.99% | -5.18% |
| 1 Year | 13.97% | 18.08% |
| 3 Year | 12.03% | 19.39% |
| 5 Year | 15.31% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.29% | -0.43% |
| 3 Year | 16.79% | 20.39% |
| 5 Year | 17.61% | - |
| 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% | - |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 17.3% |
| Sharp | 0.49% | 1.25% |
| Beta | 0.86% | 0.94% |
| Alpha | 0.96% | 12.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| 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 |
| 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 |
Top Comparisons
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.75%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns17.88%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.62%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.62%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns17.88%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns14.82%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.42%