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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) | ₹37936 Cr | ₹12585 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 | -0.33% | 1.11% |
| 6 Month | 9.73% | 12.72% |
| 1 Year | 7.07% | 3.29% |
| 3 Year | 14.67% | 9.59% |
| 5 Year | 18.95% | 13.67% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.33% | 3.77% |
| 1 Year | 8.38% | 6.82% |
| 3 Year | 15.3% | 12.25% |
| 5 Year | 14.58% | 9.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.19% | 13.51% |
| 3 Year | 15.37% | 14.29% |
| 5 Year | 16.68% | 14.05% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 13.68% |
| Sharp | 0.92% | 0.31% |
| Beta | 0.69% | 0.92% |
| Alpha | 1.81% | -4.97% |
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 | 21.43 | 15.04 |
| Mid Cap | 30.8 | 17.96 |
| Large Cap | 40.48 | 67 |
| Small Cap | 7.3 | - |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.91 | 6.51 |
| Communication Services | 11.51 | 8.61 |
| Consumer Cyclical | 20.85 | 12.85 |
| Basic Materials | 10.48 | 3.56 |
| Financial Services | 31.27 | 33.92 |
| Industrials | 4.92 | 10.58 |
| Consumer Defensive | 5.55 | 1.35 |
| Healthcare | 3.08 | 10.63 |
| Utilities | 2.42 | 3.25 |
| Technology | 4 | 5.17 |
| Real Estate | - | 3.58 |
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