Compare Mutual Funds

Insights from Fund Comparison

• Both SBI ESG Exclusionary Strategy Fund (G) and AXIS Momentum Fund - Regular (G) are Sectoral / Thematic, Equity schemes. SBI ESG Exclusionary Strategy Fund (G) is 19 yrs 4 m old and manages ₹5,526.06 Crs, whereas AXIS Momentum Fund - Regular (G) is 1 yrs 4 m old with ₹1,070.9 Crs.
• SBI ESG Exclusionary Strategy Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• SBI ESG Exclusionary Strategy Fund (G) has its top 3 sectors in Banks (31.78%), Automobile (9.08%), and IT - Software (8.19%), while AXIS Momentum Fund - Regular (G) focuses on Banks (14.78%), Finance (13.19%), and Automobile (12.81%).
• The funds share exposure to Banks and Automobile, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• SBI ESG Exclusionary Strategy Fund (G) holds HDFC Bank Ltd. (8.66%), ICICI Bank Ltd. (8.46%), State Bank of India (5.61%), Axis Bank Ltd. (5.17%), and Larsen & Toubro Ltd. (5.06%), whereas AXIS Momentum Fund - Regular (G) holds HDFC Bank Limited (7.04%), Bharti Airtel Limited (6.39%), Bharat Electronics Limited (4.77%), Laurus Labs Limited (4.44%), and Multi Commodity Exchange of India Limited (4.13%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, SBI ESG Exclusionary Strategy Fund (G) has 98.83% equity and 0.09% debt, while AXIS Momentum Fund - Regular (G) has 99.81% equity and 0.00% debt.
• Risk profile is similar for both funds.
• SBI ESG Exclusionary Strategy Fund (G) outperformed AXIS Momentum Fund - Regular (G) in 3 Months, 6 Months, 1 Year (returns: -13.53%, -9.48%, -2.98% ) but underperformed in 3 Years, 5 Years (returns: 10.80%, 9.47%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.