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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
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 | Very High | Very High |
| Asset Size (Cr) | ₹5544 Cr | ₹3253 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 | 1.94 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.14% | -4.82% |
| 6 Month | -10.95% | -19.73% |
| 1 Year | 3.84% | -1.5% |
| 3 Year | 11.15% | 8.59% |
| 5 Year | 16.42% | 19.49% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.94% | -12.03% |
| 1 Year | -13.06% | -22.53% |
| 3 Year | 9.56% | 6.08% |
| 5 Year | 12.57% | 11.53% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.48% | 13.97% |
| 3 Year | 12.47% | 13.84% |
| 5 Year | 12.9% | 14.38% |
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 | 0.31% | 0.18% |
| Beta | 0.89% | 0.87% |
| Alpha | 0.45% | -0.47% |
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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 |
| Funds Managed | 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 | 3.61 | 6.72 |
| Large Cap | 78.49 | 42.48 |
| Mid Cap | 13.18 | 35.24 |
| Small Cap | 4.72 | 15.55 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.41 | 6.72 |
| Energy | 3.23 | 5.98 |
| Technology | 19.43 | 17.43 |
| Industrials | 12.68 | 15.26 |
| Consumer Defensive | 3.45 | 11.79 |
| Basic Materials | 5.43 | 12.47 |
| Financial Services | 33.34 | - |
| Consumer Cyclical | 15.84 | 11.39 |
| Healthcare | 3.57 | 15.05 |
| Utilities | 1.63 | 3.91 |
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