Axis Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Axis Focused Fund - Regular Plan - 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 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)	₹37122 Cr	₹12644 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 Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	3.22%	2.79%
6 Month	6.71%	3.38%
1 Year	8.07%	6.32%
3 Year	19.37%	14.63%
5 Year	20.6%	15.13%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	9.38%	8.91%
1 Year	17.67%	11.98%
3 Year	18.48%	14.25%
5 Year	16.65%	11.05%

Scheme Name	SBI Focused 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 Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	11.04%	15.01%
Sharp	1.12%	0.61%
Beta	0.70%	0.97%
Alpha	2.48%	-4.68%

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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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	17.24	8.97
Large Cap	45.43	73.81
Small Cap	7.82	-
Mid Cap	29.51	17.22

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	17.24	6.09
Telecom - Services	5.29	-
Retailing	1.78	-
Banks	22.38	-
Automobiles	3.02	-
Cement & Cement Products	2.95	-
Auto Components	8.24	-
Consumer Durables	1.18	-
Electrical Equipment	2.1	-
Personal Products	3.48	-
Chemicals & Petrochemicals	5.64	-
Pharmaceuticals & Biotechnology	3.38	-
Finance	9.61	-
Food Products	2.34	-
Transport Infrastructure	2.7	-
Textiles & Apparels	2.37	-
Leisure Services	3.71	-
Power	2.59	-
Financial Services	-	35.5
Industrials	-	10.2
Consumer Cyclical	-	10.31
Consumer Defensive	-	1.26
Basic Materials	-	4.89
Healthcare	-	9.99
Communication Services	-	8.96
Technology	-	5.79
Real Estate	-	3.21
Utilities	-	3.8