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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 | Very High |
| 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 | 5.25% | 2.86% |
| 6 Month | -6.88% | -9.69% |
| 1 Year | 8.52% | -6.07% |
| 3 Year | 11.19% | 19.23% |
| 5 Year | 21.09% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.26% | -1.45% |
| 1 Year | -4.27% | -16.14% |
| 3 Year | 12.67% | 16.5% |
| 5 Year | 13.96% | - |
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 | 0.29% | 0.966% |
| Beta | 0.89% | - |
| Alpha | 0.07% | - |
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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 |
| Funds Managed | 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 | 3.57 | 20.63 |
| Large Cap | 78.4 | 67.16 |
| Mid Cap | 13.76 | 4.91 |
| Small Cap | 4.27 | 7.29 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 2.02 | 20.63 |
| Energy | 3.3 | 12.94 |
| Technology | 16.49 | - |
| Industrials | 12.01 | 10.49 |
| Consumer Defensive | 3.28 | 9.85 |
| Basic Materials | 5.51 | 1.38 |
| Financial Services | 35.59 | 25.04 |
| Consumer Cyclical | 15.76 | 5.52 |
| Healthcare | 3.54 | 6.32 |
| Real Estate | 1.05 | - |
| Utilities | 1.46 | 6.93 |
| Communication Services | - | 0.9 |
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