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Compare SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.93 | 2.43 |
NAV | ₹242.71 | ₹18.08 |
Fund Started | 27 Nov 2006 | 04 Dec 2020 |
Fund Size | ₹5715.31 Cr | ₹636.56 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
1.93
2.43
NAV
₹242.71
₹18.08
Fund Started
27 Nov 2006
04 Dec 2020
Fund Size
₹5715.31 Cr
₹636.56 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 3.84% | 8.41% |
3 Year | 18.37% | 18.98% |
5 Year | 20.35% | - |
1 Year
3.84%
8.41%
3 Year
18.37%
18.98%
5 Year
20.35%
-
Holding Analysis
Equity | 96.20% | 97.29% |
Cash | 3.71% | 2.71% |
Equity
96.20%
97.29%
Cash
3.71%
2.71%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.42% |
ICICI Bank Ltd. | 8.31% |
Infosys Ltd. | 5.23% |
Axis Bank Ltd. | 4.78% |
Larsen & Toubro Ltd. | 4.71% |
Kotak Mahindra Bank Ltd. | 3.75% |
Reliance Industries Ltd. | 3.52% |
Tata Consultancy Services Ltd. | 3.52% |
Maruti Suzuki India Ltd. | 3.51% |
State Bank of India | 3.45% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.09% |
HDFC Bank Ltd. | 5.15% |
Kotak Mahindra Bank Ltd. | 4.61% |
Infosys Ltd. | 4.42% |
Bharti Airtel Ltd. | 3.95% |
Axis Bank Ltd. | 3.08% |
Tata Consultancy Services Ltd. | 2.72% |
JK Cement Ltd. | 2.53% |
V-Mart Retail Ltd. | 2.47% |
LTIMindtree Ltd. | 2.39% |
Fund Manager
Name | Rohit Shimpi | Dhaval Joshi |
Start Date | 01 Oct 2021 | 21 Nov 2022 |
Name
Rohit Shimpi
Dhaval Joshi
Start Date
01 Oct 2021
21 Nov 2022
About Fund
Description | The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy. | The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy. |
Launch Date | 27 Nov 2006 | 04 Dec 2020 |
Description
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Launch Date
27 Nov 2006
04 Dec 2020