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 | 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 | -0.98% | -2.88% |
| 6 Month | 5.98% | 3.91% |
| 1 Year | 24.99% | 23.3% |
| 3 Year | 11.17% | 12.56% |
| 5 Year | 16.02% | 20.08% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| 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 | 0.42% | 0.59% |
| Beta | 0.86% | 0.88% |
| Alpha | 0.57% | 0.46% |
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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 | 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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