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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
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) | ₹5544 Cr | ₹288 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 | 1.94 | 2.42 |
| 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 | 6.02% | 5.25% |
| 6 Month | -9.52% | -19.75% |
| 1 Year | 7.99% | -3.89% |
| 3 Year | 10.83% | 12.66% |
| 5 Year | 22.42% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.4% | -9.38% |
| 1 Year | -6.37% | -21.73% |
| 3 Year | 12.42% | 11.48% |
| 5 Year | 14.17% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.48% | 24.8% |
| 3 Year | 12.47% | 29.82% |
| 5 Year | 12.9% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 18.756% |
| Sharp | 0.31% | 0.643% |
| Beta | 0.89% | 1.112% |
| Alpha | 0.45% | 6.426% |
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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 |
| Funds Managed | 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 | 3.61 | 13.27 |
| Large Cap | 78.49 | 45.01 |
| Mid Cap | 13.18 | 21.29 |
| Small Cap | 4.72 | 20.43 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 1.41 | 13.27 |
| Energy | 3.23 | 9.56 |
| Technology | 19.43 | 3.22 |
| Industrials | 12.68 | - |
| Consumer Defensive | 3.45 | 8.79 |
| Basic Materials | 5.43 | - |
| Financial Services | 33.34 | 32.57 |
| Consumer Cyclical | 15.84 | 6.97 |
| Healthcare | 3.57 | 19.88 |
| Utilities | 1.63 | 5.74 |
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