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Aditya Birla Sun Life Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34678 Cr | ₹7354 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 45% |
| Expense Ratio | 1.57 | 1.82 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01370 | INF209K01462 |
| 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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 4.12% | 8.57% |
| 6 Month | 5.17% | 4.77% |
| 1 Year | 13.16% | 15.92% |
| 3 Year | 17.5% | 19.65% |
| 5 Year | 22.26% | 23.4% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.21% | 2.26% |
| 1 Year | 2.37% | 0.22% |
| 3 Year | 14.84% | 15.33% |
| 5 Year | 14.73% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.6% | 12.97% |
| 3 Year | 15.37% | 12.3% |
| 5 Year | 16.58% | 13.39% |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.25% |
| Sharp | 0.65% | 0.7% |
| Beta | 0.72% | 0.89% |
| Alpha | 0.76% | 0.77% |
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Fund Managers
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 18.92 | 1 |
| Large Cap | 44.17 | 83.9 |
| Small Cap | 8.17 | 1.59 |
| Mid Cap | 28.74 | 12.69 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 18.92 | 1 |
| Telecom - Services | 5.14 | 5.22 |
| Retailing | 1.98 | 3.85 |
| Banks | 21.69 | 21.84 |
| Automobiles | 3.19 | 8.85 |
| Cement & Cement Products | 3.2 | 1.9 |
| Auto Components | 7.34 | - |
| Consumer Durables | 1.15 | 4.14 |
| Electrical Equipment | 2.37 | - |
| Personal Products | 3.67 | - |
| Finance | 9.39 | 5.46 |
| Chemicals & Petrochemicals | 4.47 | - |
| Pharmaceuticals & Biotechnology | 3.77 | 3.01 |
| Food Products | 2.46 | - |
| Transport Infrastructure | 2.35 | 1.99 |
| Textiles & Apparels | 2.3 | - |
| Leisure Services | 3.66 | - |
| Power | 2.95 | 3.8 |
| Petroleum Products | - | 5.48 |
| IT - Software | - | 11.91 |
| Construction | - | 4.48 |
| Non - Ferrous Metals | - | 2.77 |
| Insurance | - | 5.32 |
| Agricultural Food & other Products | - | 2.42 |
| Realty | - | 2.79 |
| Beverages | - | 2.95 |
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