Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

360 ONE Focused Equity Fund Regular vs SBI Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Fund - Regular Plan -Growth

Invest Now

tortoise-icon 360 ONE Focused Fund Regular-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Fund SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹37764 Cr ₹7265 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 2004 24 Oct 2014
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500 TRI
Turn Over 12% %
Expense Ratio 1.57 1.78
Manager Pradeep Kesavan Mayur Patel
ISIN Code INF200K01370 INF579M01878
Exits Load SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
1 Month 3.36% 3.1%
6 Month 15.9% 12.51%
1 Year 5.55% -4.74%
3 Year 14.83% 15.67%
5 Year 19.27% 20.46%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
6 Month 4.48% 3.13%
1 Year 14.96% 8.46%
3 Year 16.76% 13.93%
5 Year 15.2% 15.22%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
1 Year 16.19% 14.63%
3 Year 15.37% 16.5%
5 Year 16.68% 17.91%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Standard Deviation 12.03% 12.28%
Sharp 0.8% 0.68%
Beta 0.69% 0.87%
Alpha 2.01% 1.45%

Fund Managers

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Name Pradeep Kesavan Mayur Patel
Total AUM ₹434274 Cr ₹6984 Cr
Funds Managed 43 3
SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

360 ONE Focused Fund Regular-Growth

Others 21.43 12.55
Mid Cap 30.8 8.56
Large Cap 40.48 65.21
Small Cap 7.3 13.69

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

360 ONE Focused Fund Regular-Growth

Others 5.91 5.82
Communication Services 11.51 11.02
Consumer Cyclical 20.85 15.24
Basic Materials 10.48 3.8
Financial Services 31.27 30.89
Industrials 4.92 16.62
Consumer Defensive 5.55 0
Healthcare 3.08 6.4
Utilities 2.42 0.92
Technology 4 7.49
Energy - 1.81

Top Comparisons

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns21.47%

VS

Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth

3Y Returns0%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns26.25%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns23.09%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns20.33%

VS

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns17.82%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.11%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.98%

Compare Now
Add to Cart Successfully