SBI Magnum Equity ESG Fund vs Tata Ethical Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart 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 | Very High | Very High |
| Asset Size (Cr) | ₹5750 Cr | ₹3202 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1991 | 21 Aug 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 | 1.93 | 1.92 |
| Manager | Rohit Shimpi | Abhinav Sharma |
| ISIN Code | INF200K01214 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.13% | -0.78% |
| 6 Month | 0.37% | -0.83% |
| 1 Year | 14.51% | 15.17% |
| 3 Year | 12.03% | 11.46% |
| 5 Year | 15.2% | 19.65% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.29% | 6.49% |
| 3 Year | 16.79% | 16.25% |
| 5 Year | 17.61% | 18.75% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.33% | 13.9% |
| 3 Year | 12.54% | 14.05% |
| 5 Year | 12.77% | 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 | 0.49% | 0.54% |
| Beta | 0.86% | 0.88% |
| Alpha | 0.96% | 0.3% |
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| 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 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.92 | 7.33 |
| Large Cap | 75.85 | 41.54 |
| Mid Cap | 14.49 | 36.13 |
| Small Cap | 5.74 | 15 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.92 | 7.33 |
| Petroleum Products | 2.69 | 2.13 |
| IT - Software | 15.42 | 16.98 |
| IT - Services | 1.72 | 1.29 |
| Construction | 4.61 | - |
| Diversified FMCG | 2.37 | 4.49 |
| Non - Ferrous Metals | 2.01 | 1.1 |
| Banks | 29.34 | - |
| Automobiles | 6.82 | - |
| Auto Components | 2.78 | 6.17 |
| Electrical Equipment | 4.01 | 4.28 |
| Finance | 1.75 | - |
| Capital Markets | 0.54 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Consumer Durables | 2.76 | 5.43 |
| Industrial Products | 2.57 | 6.01 |
| Pharmaceuticals & Biotechnology | 2.56 | 12.47 |
| Retailing | 1.42 | 1.7 |
| Cement & Cement Products | 3.37 | 4.73 |
| Healthcare Services | 1.35 | 2.99 |
| Power | 1.67 | - |
| Textiles & Apparels | 1.68 | 1.21 |
| Insurance | 2.81 | - |
| Leisure Services | 1.14 | - |
| Fertilizers & Agrochemicals | - | 2.92 |
| Chemicals & Petrochemicals | - | 4.69 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| Agricultural Food & other Products | - | 2.27 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
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