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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) | ₹42773 Cr | ₹8211 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 | 2.51% | 1.71% |
| 6 Month | 10.54% | 5.55% |
| 1 Year | 16.32% | 11.53% |
| 3 Year | 18.67% | 17.31% |
| 5 Year | 17.47% | 16.4% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 5.5% | 3.42% |
| 1 Year | 22.68% | 15.15% |
| 3 Year | 18.63% | 15.77% |
| 5 Year | 16.12% | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.8% | 12.29% |
| 3 Year | 15.44% | 12.71% |
| 5 Year | 16.84% | 13.97% |
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 | 1.03% | 0.79% |
| Beta | 0.73% | 0.91% |
| Alpha | 3.76% | 0.65% |
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 | 31.97 | 14.12 |
| Mid Cap | 27.14 | 7.91 |
| Large Cap | 35.96 | 76.43 |
| Small Cap | 4.93 | 1.54 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.43 | 3.88 |
| Communication Services | 13.54 | 4.42 |
| Consumer Cyclical | 16.55 | 15.22 |
| Basic Materials | 9.26 | 4.39 |
| Financial Services | 31.7 | 29.85 |
| Industrials | 1.57 | 9.04 |
| Consumer Defensive | 4.95 | 4.41 |
| Healthcare | 4.23 | 2.58 |
| Utilities | 9.47 | 2.87 |
| Technology | 4.3 | 14.14 |
| Energy | - | 6.31 |
| Real Estate | - | 2.89 |
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