SBI Magnum Equity ESG Fund vs UTI compare
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5876 Cr | ₹3435 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Nov 2006 | 01 Aug 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 31% | 14% |
| Expense Ratio | 1.92 | 1.91 |
| Manager | Rohit Shimpi | Sachin Trivedi |
| ISIN Code | INF200K01214 | INF789F01299 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.81% | -0.51% |
| 6 Month | 20.72% | 23.56% |
| 1 Year | 29.32% | 57.19% |
| 3 Year | 14.07% | 33.46% |
| 5 Year | 19.13% | 27.76% |
| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.27% | 29.95% |
| 3 Year | 30.45% | 70.77% |
| 5 Year | 59.23% | 121.33% |
| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 19.54% | 29.03% |
| 3 Year | 46.81% | 82.61% |
| 5 Year | 67.51% | 125.14% |
| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.36% | 14.14% |
| Sharp | 0.65% | 1.69% |
| Beta | 0.85% | 0.94% |
| Alpha | 1.49% | -1.54% |
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| Scheme Name | SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Rohit Shimpi | Sachin Trivedi |
| Total AUM | ₹15441 Cr | ₹7301 Cr |
| Fund Manage | 6 | 3 |
| SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 4.96 | 6.08 |
| Large Cap | 71.89 | 63.32 |
| Mid Cap | 19.16 | 25.01 |
| Small Cap | 3.99 | 5.59 |
| Scheme Name |
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.84 | 6.01 |
| Energy | 3.49 | 0.1 |
| Technology | 15.22 | - |
| Construction | 5.38 | - |
| Consumer Staples | 2.74 | - |
| Metals & Mining | 2.37 | 0.88 |
| Financial | 31.86 | 0.9 |
| Automobile | 10.78 | 74.8 |
| Capital Goods | 10.79 | 3.3 |
| Materials | 5.32 | - |
| Healthcare | 1.95 | - |
| Services | 2.55 | 14.01 |
| Consumer Discretionary | 1.06 | - |
| Textiles | 1.92 | - |
| Insurance | 1.73 | - |
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