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Axis Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹42773 Cr | ₹11972 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Oct 2004 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 180% |
| Expense Ratio | 1.57 | 1.74 |
| Manager | Pradeep Kesavan | Shreyash Devalkar |
| ISIN Code | INF200K01370 | INF846K01CH7 |
| 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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.35% | -2.7% |
| 6 Month | 7.5% | -2.84% |
| 1 Year | 17.64% | 6.11% |
| 3 Year | 18.87% | 11.96% |
| 5 Year | 16.16% | 7.1% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.76% | -2.3% |
| 1 Year | 19.65% | 1.74% |
| 3 Year | 17.13% | 8.07% |
| 5 Year | 15.12% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.81% | 12.39% |
| 3 Year | 15.46% | 14.03% |
| 5 Year | 16.84% | 13.7% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 15.43% |
| Sharp | 1.12% | 0.45% |
| Beta | 0.73% | 0.93% |
| Alpha | 3.87% | -4.16% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shreyash Devalkar |
| Total AUM | ₹434274 Cr | ₹166770 Cr |
| Funds Managed | 43 | 14 |
| SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.97 | 12.52 |
| Mid Cap | 27.14 | 18.4 |
| Large Cap | 35.96 | 68.49 |
| Small Cap | 4.93 | 0.6 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.43 | 3.02 |
| Communication Services | 13.54 | 9.16 |
| Consumer Cyclical | 16.55 | 13.51 |
| Basic Materials | 9.26 | 3.46 |
| Financial Services | 31.7 | 34.28 |
| Industrials | 1.57 | 11.97 |
| Consumer Defensive | 4.95 | 1.69 |
| Healthcare | 4.23 | 11.54 |
| Utilities | 9.47 | 2.98 |
| Technology | 4.3 | 4.67 |
| Real Estate | - | 3.73 |
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