SBI Magnum Equity ESG Fund vs UTI compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Invest NowUTI-Transpotation and Logistics Fund-Growth Option
Invest NowChart Comparison
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | SBI ESG Exclusionary Strategy 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) | ₹5750 Cr | ₹3478 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 1991 | 30 Jul 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 | 1.93 | 1.93 |
Manager | Rohit Shimpi | Sachin Trivedi |
ISIN Code | INF200K01214 | INF789F01299 |
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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | -1.19% | -2.43% |
6 Month | 0.77% | -9.08% |
1 Year | 14.44% | 22.14% |
3 Year | 12.1% | 24.52% |
5 Year | 15.12% | 21.64% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.29% | 0.97% |
3 Year | 16.79% | 24.38% |
5 Year | 17.61% | 25.73% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 12.33% | 13.71% |
3 Year | 12.54% | 15.14% |
5 Year | 12.77% | 14.74% |
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 12.36% | 14.14% |
Sharp | 0.49% | 1.69% |
Beta | 0.86% | 0.94% |
Alpha | 0.96% | -1.54% |
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Get Free Experts GuidanceScheme Name | SBI ESG Exclusionary Strategy 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 ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 3.92 | 4.07 |
Large Cap | 75.85 | 73.25 |
Mid Cap | 14.49 | 14.49 |
Small Cap | 5.74 | 8.18 |
Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 3.92 | 4.07 |
Petroleum Products | 2.69 | - |
IT - Software | 15.42 | - |
IT - Services | 1.72 | - |
Construction | 4.61 | - |
Diversified FMCG | 2.37 | - |
Non - Ferrous Metals | 2.01 | - |
Banks | 29.34 | - |
Automobiles | 6.82 | 57.44 |
Auto Components | 2.78 | 18.94 |
Electrical Equipment | 4.01 | - |
Finance | 1.75 | 0.42 |
Capital Markets | 0.54 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | 2.04 |
Consumer Durables | 2.76 | - |
Industrial Products | 2.57 | 0.91 |
Pharmaceuticals & Biotechnology | 2.56 | - |
Retailing | 1.42 | 2.38 |
Cement & Cement Products | 3.37 | - |
Healthcare Services | 1.35 | - |
Power | 1.67 | - |
Textiles & Apparels | 1.68 | - |
Insurance | 2.81 | - |
Leisure Services | 1.14 | - |
Transport Services | - | 8 |
Transport Infrastructure | - | 5.68 |
Commercial Services & Supplies | - | 0.11 |
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