Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Focused Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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 0.91% -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.

Get Free Experts Guidance
fund-icons

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 16.74 6.92
Large Cap 45.61 74.02
Small Cap 7.62 -
Mid Cap 30.03 19.06

Sector Allocation

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

Top Comparisons

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns23.46%

VS

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns19.15%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns13.29%

VS

Axis Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

3Y Returns11.82%

Compare Now

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns30.47%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns23.38%

Compare Now

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns24.66%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns27.58%

Compare Now
Add to Cart Successfully