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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) ₹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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