SBI Magnum Equity ESG Fund vs Quant Quantamental Fund Regular compare

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tortoise-icon SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

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tortoise-icon Quant Quantamental 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 Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
Fund SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5876 Cr ₹2553 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2006 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 1.92 1.96
Manager Rohit Shimpi Sanjeev Sharma
ISIN Code INF200K01214 INF966L01AH5
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 Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
1 Month 5.1% -1.51%
6 Month 20.88% 17.29%
1 Year 30.68% 57.35%
3 Year 14.47% 33.84%
5 Year 18.92% -

SIP Return Analysis

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 14.27% 27.68%
3 Year 30.45% 74.8%
5 Year 59.23% 79.53%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
1 Year 19.54% 30.14%
3 Year 46.81% 81.54%
5 Year 67.51% 82.03%

Risk Management

Scheme Name SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 12.36% 15.62%
Sharp 0.65% 1.52%
Beta 0.85% 0.88%
Alpha 1.49% 12.52%

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Fund Managers

Scheme Name SBI Magnum Equity ESG 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 Magnum Equity ESG Fund- REGULAR PLAN - Growth Quant Quantamental Fund Regular - Growth

Market Cap

Scheme Name

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

Quant Quantamental Fund Regular - Growth

Others 4.96 27.43
Large Cap 71.89 55.21
Mid Cap 19.16 13.69
Small Cap 3.99 3.66

Sector Allocation

Scheme Name

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

Quant Quantamental Fund Regular - Growth

Others 2.84 6.22
Energy 3.49 20.37
Technology 15.22 2.74
Construction 5.38 -
Consumer Staples 2.74 13.05
Metals & Mining 2.37 13.93
Financial 31.86 26.6
Automobile 10.78 3.1
Capital Goods 10.79 -
Materials 5.32 -
Healthcare 1.95 1.87
Services 2.55 6.43
Consumer Discretionary 1.06 -
Textiles 1.92 -
Insurance 1.73 5.68

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