SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare

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

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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