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 | Average | Very High |
| Asset Size (Cr) | ₹5876 Cr | ₹3632 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Jan 2006 | 21 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 | 1.92 | 1.89 |
| Manager | Rohit Shimpi | Rohit Seksaria |
| ISIN Code | INF200K01214 | INF903JA1EX7 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.98% | -5.79% |
| 6 Month | 5.78% | 10.94% |
| 1 Year | 22.93% | 22.82% |
| 3 Year | 10.12% | 13.28% |
| 5 Year | 15.45% | 20.96% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.93% | 21.91% |
| 3 Year | 18.58% | 22.12% |
| 5 Year | 18.57% | 23.69% |
| 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 | 0.42% | 0.94% |
| Beta | 0.86% | 0.83% |
| Alpha | 0.57% | 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 | 4.96 | 7 |
| Large Cap | 71.89 | 51.63 |
| Mid Cap | 19.16 | 11.6 |
| Small Cap | 3.99 | 29.79 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.84 | 1.68 |
| Energy | 3.49 | 6.24 |
| Technology | 15.22 | 8.99 |
| Construction | 5.38 | 1.48 |
| Consumer Staples | 2.74 | - |
| Metals & Mining | 2.37 | - |
| Financial | 31.86 | 38.91 |
| Automobile | 10.78 | - |
| Capital Goods | 10.79 | - |
| Materials | 5.32 | - |
| Healthcare | 1.95 | 6 |
| Services | 2.55 | 15.44 |
| Consumer Discretionary | 1.06 | 4.58 |
| Textiles | 1.92 | 1.25 |
| Insurance | 1.73 | 3.89 |
| Communication | - | 9.31 |
| Unclassified | - | 2.25 |
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