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Axis Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹42773 Cr ₹12445 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 1.01% -2.24%
6 Month 8.44% -0.64%
1 Year 10.59% -1.61%
3 Year 17.76% 11.02%
5 Year 16.8% 8.49%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month 5.85% -0.57%
1 Year 23.35% 8.31%
3 Year 18.22% 10.53%
5 Year 15.73% 8.45%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 15.84% 12.64%
3 Year 15.42% 14.1%
5 Year 16.84% 13.79%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.03% 15.43%
Sharp 1.03% 0.42%
Beta 0.73% 0.93%
Alpha 3.76% -3.72%

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 29.25 13.5
Mid Cap 28.21 18.7
Large Cap 36.62 67
Small Cap 5.92 0.79

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 3.34 3.93
Communication Services 12.93 9.05
Consumer Cyclical 17.84 13.64
Basic Materials 9.56 3.59
Financial Services 31.82 33.51
Industrials 1.81 11.85
Consumer Defensive 5.44 0.88
Healthcare 3.17 12.11
Utilities 10.18 3.19
Technology 3.91 4.42
Real Estate - 3.84

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