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) | ₹40824 Cr | ₹12581 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 | 1.46% | -2.47% |
| 6 Month | 9.78% | 1.99% |
| 1 Year | 16.61% | 5.44% |
| 3 Year | 17.14% | 10.78% |
| 5 Year | 17.87% | 9.8% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.97% | -0.36% |
| 1 Year | 20.07% | 8.39% |
| 3 Year | 17.94% | 11.69% |
| 5 Year | 15.74% | 9.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.88% | 12.77% |
| 3 Year | 15.39% | 14.16% |
| 5 Year | 16.81% | 13.85% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 13.40% |
| Sharp | 0.94% | 0.37% |
| Beta | 0.72% | 0.92% |
| Alpha | 2.32% | -3.77% |
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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