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
| 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) | ₹5750 Cr | ₹3875 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 | 1.93 | 1.89 |
| 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 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.37% | -3.53% |
| 6 Month | -5.5% | 1.06% |
| 1 Year | 9.9% | 13.71% |
| 3 Year | 10.14% | 14.06% |
| 5 Year | 14.4% | 19.62% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.42% | 9.8% |
| 3 Year | 14.73% | 19.07% |
| 5 Year | 16.2% | 21.72% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.33% | 20.51% |
| 3 Year | 12.54% | 23% |
| 5 Year | 12.77% | 21.77% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.36% | 12.7% |
| Sharp | 0.34% | 0.94% |
| Beta | 0.87% | 0.83% |
| Alpha | 0.81% | 5.93% |
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| 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 |
| Fund Manage | 6 | 15 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.92 | 5.56 |
| Large Cap | 75.85 | 43.98 |
| Mid Cap | 14.49 | 16.69 |
| Small Cap | 5.74 | 33.76 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.92 | 5.56 |
| Petroleum Products | 2.69 | 4.5 |
| IT - Software | 15.42 | 6.49 |
| IT - Services | 1.72 | 3.17 |
| Construction | 4.61 | - |
| Diversified FMCG | 2.37 | - |
| Non - Ferrous Metals | 2.01 | - |
| Banks | 29.34 | 18.71 |
| Automobiles | 6.82 | - |
| Auto Components | 2.78 | - |
| Electrical Equipment | 4.01 | - |
| Finance | 1.75 | 12.08 |
| Capital Markets | 0.54 | 6.55 |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Consumer Durables | 2.76 | 3.57 |
| Industrial Products | 2.57 | - |
| Pharmaceuticals & Biotechnology | 2.56 | - |
| Retailing | 1.42 | 3.99 |
| Cement & Cement Products | 3.37 | - |
| Healthcare Services | 1.35 | 7.29 |
| Power | 1.67 | - |
| Textiles & Apparels | 1.68 | 1.3 |
| Insurance | 2.81 | 3.41 |
| Leisure Services | 1.14 | 4.29 |
| Telecom - Services | - | 10.37 |
| Transport Services | - | 1.75 |
| Entertainment | - | 1.72 |
| Realty | - | 1.7 |
| Commercial Services & Supplies | - | 0.98 |
| Financial Technology (Fintech) | - | 1.1 |
| Transport Infrastructure | - | 1.46 |
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