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
| 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 | Average | 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 | 11 Jan 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 ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -5.29% | -7.78% |
| 6 Month | 5.43% | -2.18% |
| 1 Year | 22.54% | 30.92% |
| 3 Year | 9.98% | 21.46% |
| 5 Year | 15.36% | 21.96% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.93% | 14.31% |
| 3 Year | 18.58% | 28.6% |
| 5 Year | 18.57% | 27.6% |
| 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 | 0.42% | 1.69% |
| Beta | 0.86% | 0.94% |
| Alpha | 0.57% | -1.54% |
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| 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 |
| 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 | 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 ESG Exclusionary Strategy 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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