SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Invest NowTata Ethical Fund-Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹5876 Cr | ₹2817 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Jan 2006 | 24 May 1996 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
Turn Over | 31% | 11.72% |
Expense Ratio | 1.92 | 1.95 |
Manager | Rohit Shimpi | Abhinav Sharma |
ISIN Code | INF200K01214 | INF277K01956 |
Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load of 0.50% if redeemed within 90 days./365 |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | -5.63% | -6.92% |
6 Month | 9.54% | 9.94% |
1 Year | 30.34% | 31.25% |
3 Year | 11.43% | 14.11% |
5 Year | 15.87% | 19.61% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.27% | 14.81% |
3 Year | 30.45% | 31.9% |
5 Year | 59.23% | 69.56% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 10.47% | 13.86% |
3 Year | 11.16% | 14.11% |
5 Year | 10.57% | 14.3% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.36% | 12.5% |
Sharp | 0.66% | 0.71% |
Beta | 0.85% | 0.87% |
Alpha | 1.82% | 0.6% |
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Get Free Experts GuidanceScheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Rohit Shimpi | Abhinav Sharma |
Total AUM | ₹15441 Cr | ₹5613 Cr |
Fund Manage | 6 | 3 |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 4.96 | 7.3 |
Large Cap | 71.89 | 44.12 |
Mid Cap | 19.16 | 34.61 |
Small Cap | 3.99 | 13.97 |
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 2.84 | 6.24 |
Energy | 3.49 | 4.5 |
Technology | 15.22 | 22.83 |
Construction | 5.38 | - |
Consumer Staples | 2.74 | 10.41 |
Metals & Mining | 2.37 | 3.57 |
Financial | 31.86 | - |
Automobile | 10.78 | 3.17 |
Capital Goods | 10.79 | 14.79 |
Materials | 5.32 | 9.23 |
Healthcare | 1.95 | 10.15 |
Services | 2.55 | 1.22 |
Consumer Discretionary | 1.06 | 2.33 |
Textiles | 1.92 | 2.19 |
Insurance | 1.73 | - |
Chemicals | - | 6.1 |
Communication | - | 1.22 |
Diversified | - | 2.05 |
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