- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹43173 Cr | ₹11972 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 | -1.61% | -3.85% |
| 6 Month | 6.91% | -4.88% |
| 1 Year | 15.13% | 4.42% |
| 3 Year | 19.17% | 12.51% |
| 5 Year | 16.92% | 8.27% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.21% | -6.81% |
| 1 Year | 14.54% | -8.36% |
| 3 Year | 16.04% | 5.21% |
| 5 Year | 14.8% | 5.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.82% | 12.23% |
| 3 Year | 15.47% | 14.02% |
| 5 Year | 16.84% | 13.69% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 15.43% |
| Sharp | 1.12% | 0.45% |
| Beta | 0.73% | 0.93% |
| Alpha | 3.87% | -4.16% |
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 | 36.93 | 13.08 |
| Mid Cap | 22.55 | 17.67 |
| Large Cap | 35.69 | 68.66 |
| Small Cap | 4.83 | 0.59 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.42 | 6.86 |
| Communication Services | 13.57 | 7.06 |
| Consumer Cyclical | 16.74 | 13.39 |
| Basic Materials | 6.52 | 3.63 |
| Financial Services | 31.25 | 30.36 |
| Industrials | 1.61 | 10.2 |
| Consumer Defensive | 4.79 | 1.66 |
| Healthcare | 4.47 | 11.4 |
| Utilities | 9.37 | 3.07 |
| Technology | 4.27 | 6.73 |
| Energy | - | 2.56 |
| Real Estate | - | 3.07 |
Top Comparisons
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.15%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
Franklin India Opportunities Fund - Growth
3Y Returns30.08%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.15%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.67%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.21%
