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SBI Magnum Equity ESG Fund vs UTI compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| 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) | ₹5544 Cr | ₹3334 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 | 1.94 | 1.96 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 0.8% | 4.86% |
| 6 Month | -11.03% | -16.45% |
| 1 Year | 1.76% | -1.43% |
| 3 Year | 9.25% | 21.16% |
| 5 Year | 20.46% | 30.03% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -4.45% | -5.65% |
| 1 Year | -11.48% | -21.42% |
| 3 Year | 9.84% | 13.63% |
| 5 Year | 12.21% | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.48% | 13.92% |
| 3 Year | 12.47% | 15.53% |
| 5 Year | 12.9% | 15.12% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.36% | 16.395% |
| Sharp | 0.29% | 0.801% |
| Beta | 0.89% | - |
| Alpha | 0.07% | - |
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Fund Managers
| Scheme 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 |
| Funds Managed | 6 | 3 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.57 | 4.64 |
| Large Cap | 78.4 | 75.46 |
| Mid Cap | 13.76 | 8.44 |
| Small Cap | 4.27 | 11.46 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.02 | 4.64 |
| Energy | 3.3 | - |
| Technology | 16.49 | - |
| Industrials | 12.01 | 15.9 |
| Consumer Defensive | 3.28 | - |
| Basic Materials | 5.51 | - |
| Financial Services | 35.59 | - |
| Consumer Cyclical | 15.76 | 79.46 |
| Healthcare | 3.54 | - |
| Real Estate | 1.05 | - |
| Utilities | 1.46 | - |
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