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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) | ₹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 | 2.3% | -1.15% |
| 6 Month | 6.98% | -1.17% |
| 1 Year | 12.2% | -0.31% |
| 3 Year | 17.12% | 10.81% |
| 5 Year | 16.9% | 8.95% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.1% | 1.04% |
| 1 Year | 23.61% | 10.05% |
| 3 Year | 18.46% | 11.25% |
| 5 Year | 15.85% | 8.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.84% | 12.64% |
| 3 Year | 15.42% | 14.1% |
| 5 Year | 16.84% | 13.79% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 15.43% |
| Sharp | 1.03% | 0.42% |
| Beta | 0.73% | 0.93% |
| Alpha | 3.76% | -3.72% |
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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