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SBI Magnum Equity ESG Fund vs Sundaram Services Fund Regular Plan compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5544 Cr | ₹3793 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Jan 1991 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY Service Sector TRI |
| Turn Over | 31% | 29% |
| Expense Ratio | 1.94 | 1.94 |
| Manager | Rohit Shimpi | Rohit Seksaria |
| ISIN Code | INF200K01214 | INF903JA1EX7 |
| 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.04% | 5.2% |
| 6 Month | -10.37% | -9.65% |
| 1 Year | 7.99% | 10.95% |
| 3 Year | 11.59% | 14.08% |
| 5 Year | 21.97% | 27.75% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.4% | -4.18% |
| 1 Year | -6.37% | -3.09% |
| 3 Year | 12.42% | 15.38% |
| 5 Year | 14.17% | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.48% | 20.46% |
| 3 Year | 12.47% | 22.46% |
| 5 Year | 12.9% | 21.59% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.733% |
| Sharp | 0.31% | 0.606% |
| Beta | 0.89% | - |
| Alpha | 0.45% | - |
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Fund Managers
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohit Shimpi | Rohit Seksaria |
| Total AUM | ₹15441 Cr | ₹0 Cr |
| Funds Managed | 6 | 15 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.61 | 9.97 |
| Large Cap | 78.49 | 50.92 |
| Mid Cap | 13.18 | 10.3 |
| Small Cap | 4.72 | 28.8 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.41 | 6.38 |
| Energy | 3.23 | 5.11 |
| Technology | 19.43 | 7.92 |
| Industrials | 12.68 | 5.77 |
| Consumer Defensive | 3.45 | - |
| Basic Materials | 5.43 | - |
| Financial Services | 33.34 | 37.21 |
| Consumer Cyclical | 15.84 | 12.78 |
| Healthcare | 3.57 | 7.46 |
| Utilities | 1.63 | - |
| Communication Services | - | 15.5 |
| Real Estate | - | 1.87 |
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