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Axis Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹34678 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.07% | 3.21% |
| 6 Month | -0.06% | -1.92% |
| 1 Year | 9.36% | 6.23% |
| 3 Year | 13.8% | 7.92% |
| 5 Year | 20.57% | 15.16% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.86% | 2.91% |
| 1 Year | 3.76% | 0.66% |
| 3 Year | 15.99% | 12.12% |
| 5 Year | 15.77% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.6% | 14.68% |
| 3 Year | 15.37% | 14.5% |
| 5 Year | 16.58% | 13.74% |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 15.748% |
| Sharp | 0.39% | -0.086% |
| Beta | 0.73% | 0.984% |
| Alpha | -0.42% | -7.923% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.8 | 6.92 |
| Small Cap | 8.33 | - |
| Large Cap | 38.05 | 74.02 |
| Mid Cap | 29.82 | 19.06 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.74 | 6.92 |
| Communication Services | 9.72 | 8.65 |
| Consumer Cyclical | 19.18 | 11.66 |
| Financial Services | 31.96 | 33.08 |
| Basic Materials | 6.93 | 6.1 |
| Industrials | 5.04 | 8.32 |
| Consumer Defensive | 6.57 | 1.11 |
| Healthcare | 7.85 | 9.35 |
| Utilities | 2.68 | 4.95 |
| Technology | 4.32 | 7.04 |
| Real Estate | - | 2.84 |
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