SBI Magnum Equity ESG Fund vs Quant Quantamental Fund Regular compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5544 Cr | ₹2122 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
Turn Over | 31% | % |
Expense Ratio | 1.94 | 2 |
Manager | Rohit Shimpi | Sanjeev Sharma |
ISIN Code | INF200K01214 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -2% | -5.83% |
6 Month | -8.59% | -19.49% |
1 Year | 7.58% | -5.71% |
3 Year | 10.66% | 22.59% |
5 Year | 13.72% | - |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.58% | -22.06% |
3 Year | 11.78% | 16.57% |
5 Year | 14.48% | - |
Rolling Lumpsum Returns
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 12.48% | 27.76% |
3 Year | 12.47% | 31.29% |
5 Year | 12.9% | - |
Risk Management
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.36% | 17.328% |
Sharp | 0.38% | 0.966% |
Beta | 0.88% | - |
Alpha | 0.64% | - |
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Fund Managers
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 3.92 | 17.86 |
Large Cap | 75.85 | 69.79 |
Mid Cap | 14.49 | 2.86 |
Small Cap | 5.74 | 9.5 |
Sector Allocation
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 3.92 | 17.86 |
Petroleum Products | 2.69 | 8.87 |
IT - Software | 15.42 | - |
IT - Services | 1.72 | - |
Construction | 4.61 | 8.33 |
Diversified FMCG | 2.37 | 14.4 |
Non - Ferrous Metals | 2.01 | - |
Banks | 29.34 | - |
Automobiles | 6.82 | - |
Auto Components | 2.78 | 3.96 |
Electrical Equipment | 4.01 | - |
Finance | 1.75 | 13.99 |
Capital Markets | 0.54 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | - |
Consumer Durables | 2.76 | - |
Industrial Products | 2.57 | - |
Pharmaceuticals & Biotechnology | 2.56 | 4.72 |
Retailing | 1.42 | - |
Cement & Cement Products | 3.37 | 1.02 |
Healthcare Services | 1.35 | - |
Power | 1.67 | 7.3 |
Textiles & Apparels | 1.68 | - |
Insurance | 2.81 | 11.99 |
Leisure Services | 1.14 | - |
Food Products | - | 5.51 |
Entertainment | - | 0.92 |
Beverages | - | 1.14 |
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