Axis Focused Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

Axis Focused Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Fund	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹37122 Cr	₹12350 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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	2.66%	2.67%
6 Month	5.22%	3.7%
1 Year	8.74%	5.86%
3 Year	19.85%	15.13%
5 Year	20.59%	15.43%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	5.4%	7.06%
1 Year	9.46%	8.43%
3 Year	16.65%	13.89%
5 Year	15.78%	10.92%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Year	16.38%	14.14%
3 Year	15.32%	14.35%
5 Year	16.61%	13.84%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.03%	15.748%
Sharp	0.91%	-0.086%
Beta	0.71%	0.984%
Alpha	1.58%	-7.923%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	SBI Focused Equity 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 Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	16.74	6.92
Large Cap	45.61	74.02
Small Cap	7.62	-
Mid Cap	30.03	19.06

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	16.74	6.92
Telecom - Services	5.49	-
Retailing	1.79	-
Banks	23.11	-
Automobiles	3.24	-
Cement & Cement Products	3.05	-
Auto Components	7.6	-
Consumer Durables	1.14	-
Electrical Equipment	2.1	-
Personal Products	3.76	-
Chemicals & Petrochemicals	5.12	-
Pharmaceuticals & Biotechnology	3.63	-
Finance	9.08	-
Food Products	2.26	-
Transport Infrastructure	2.36	-
Textiles & Apparels	2.4	-
Leisure Services	4.14	-
Power	2.99	-
Financial Services	-	33.08
Industrials	-	8.32
Consumer Cyclical	-	11.66
Consumer Defensive	-	1.11
Basic Materials	-	6.1
Healthcare	-	9.35
Communication Services	-	8.65
Technology	-	7.04
Real Estate	-	2.84
Utilities	-	4.95