Aditya Birla Sun Life Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

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

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) ₹35030 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 45%
Expense Ratio 1.57 1.82
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01370 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -0.22% -0.48%
6 Month 7.01% 9.36%
1 Year 22.6% 31.65%
3 Year 9.15% 14.99%
5 Year 16.62% 17.09%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 14% 15.37%
3 Year 17.24% 20.33%
5 Year 18.03% 19.74%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 16.48% 12.77%
3 Year 15.47% 12.19%
5 Year 16.6% 13.25%

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 0.35% 0.57%
Beta 0.7% 0.93%
Alpha -2.2% -0.96%

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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
Fund Manage 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 17.81 5.17
Large Cap 43.99 79.66
Mid Cap 32.28 12.51
Small Cap 5.92 2.27

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 17.81 5.17
Telecom - Services 5.87 5.39
Retailing 2.89 -
Banks 18.18 23.64
Automobiles 3.22 7.91
Cement & Cement Products 3.14 1.74
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 4.26
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 4.67
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 4.3
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 5.47
Leisure Services 3.74 -
Petroleum Products - 4.8
IT - Software - 12.49
Construction - 4.42
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Agricultural Food & other Products - 2.05
Realty - 2.5
Power - 4.59
Beverages - 2.9

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