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 | 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 | -1.93% | -3.23% |
| 6 Month | -4.35% | -10.05% |
| 1 Year | 12.68% | 13.26% |
| 3 Year | 11.22% | 22.12% |
| 5 Year | 14.99% | 21.59% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.68% | -3.12% |
| 3 Year | 15.26% | 23.31% |
| 5 Year | 16.58% | 25.34% |
| 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 | 0.34% | 1.69% |
| Beta | 0.87% | 0.94% |
| Alpha | 0.81% | -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 | 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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