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Aditya Birla Sun Life Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹38917 Cr | ₹7649 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 Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 2.2% | 3.13% |
| 6 Month | 10.12% | 6.46% |
| 1 Year | 10.37% | 5.42% |
| 3 Year | 16.03% | 15.74% |
| 5 Year | 18.81% | 17.86% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 5.54% | 4.72% |
| 1 Year | 20.22% | 15.75% |
| 3 Year | 17.85% | 16.13% |
| 5 Year | 15.56% | 15.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.06% | 12.49% |
| 3 Year | 15.34% | 12.57% |
| 5 Year | 16.74% | 13.8% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.25% |
| Sharp | 0.86% | 0.79% |
| Beta | 0.7% | 0.91% |
| Alpha | 1.7% | 0.09% |
Fund Managers
| Scheme Name | SBI Focused 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 Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 20.81 | 13.75 |
| Mid Cap | 29.22 | 7.54 |
| Large Cap | 42.86 | 76.87 |
| Small Cap | 7.11 | 1.84 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.56 | 4.88 |
| Communication Services | 12.47 | 4.24 |
| Consumer Cyclical | 20.32 | 17.47 |
| Basic Materials | 9.75 | 5.19 |
| Financial Services | 31.11 | 29.04 |
| Industrials | 4.4 | 6.82 |
| Consumer Defensive | 5.43 | 4.42 |
| Healthcare | 2.59 | 2.41 |
| Utilities | 5.59 | 3.21 |
| Technology | 3.78 | 13.64 |
| Energy | - | 5.9 |
| Real Estate | - | 2.78 |
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