Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Equity ESG Fund vs Quant Quantamental Fund Regular compare

Link copied to clipboard!

tortoise-icon SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

Invest Now

tortoise-icon Quant Quantamental Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.57%

VS

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns11.47%

Compare Now

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns12.5%

VS

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns13.21%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.28%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.3%

Compare Now
Add to Cart Successfully