- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.07% | 3.46% |
| 6 Month | -0.06% | -1.78% |
| 1 Year | 9.36% | 9.37% |
| 3 Year | 13.8% | 15.47% |
| 5 Year | 20.57% | 21.13% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 2.86% | 1.86% |
| 1 Year | 3.76% | -0.34% |
| 3 Year | 15.99% | 16.25% |
| 5 Year | 15.77% | 16.21% |
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 | 0.39% | 0.46% |
| Beta | 0.73% | 0.89% |
| Alpha | -0.42% | -0.05% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 23.8 | 1.63 |
| Small Cap | 8.33 | 1.58 |
| Large Cap | 38.05 | 84.34 |
| Mid Cap | 29.82 | 12.27 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 5.74 | 1.63 |
| Communication Services | 9.72 | - |
| Consumer Cyclical | 19.18 | - |
| Financial Services | 31.96 | - |
| Basic Materials | 6.93 | - |
| Industrials | 5.04 | - |
| Consumer Defensive | 6.57 | - |
| Healthcare | 7.85 | - |
| Utilities | 2.68 | - |
| Technology | 4.32 | - |
| Petroleum Products | - | 5.47 |
| IT - Software | - | 12.04 |
| Construction | - | 4.3 |
| Diversified FMCG | - | 1.49 |
| Non - Ferrous Metals | - | 2.73 |
| Banks | - | 21.41 |
| Pharmaceuticals & Biotechnology | - | 2.93 |
| Automobiles | - | 9.16 |
| Insurance | - | 5.08 |
| Agricultural Food & other Products | - | 2.47 |
| Realty | - | 2.79 |
| Consumer Durables | - | 3.87 |
| Finance | - | 6.62 |
| Telecom - Services | - | 5.53 |
| Cement & Cement Products | - | 1.77 |
| Power | - | 3.77 |
| Retailing | - | 3.9 |
| Beverages | - | 2.86 |
Top Comparisons
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.51%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns14.74%
Sundaram Equity Savings Fund (G)
3Y Returns11.01%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.87%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns17.19%
LIC MF Large Cap Fund-Growth
3Y Returns11.3%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns13.76%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns16.26%
