Axis Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹38917 Cr	₹12257 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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	2.39%	1.8%
6 Month	9%	6.38%
1 Year	10.88%	4.19%
3 Year	16.64%	11.88%
5 Year	20%	13.3%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	4.97%	2.58%
1 Year	19.46%	14.17%
3 Year	17.84%	13.7%
5 Year	15.73%	10.34%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Year	16.06%	13.08%
3 Year	15.34%	14.22%
5 Year	16.74%	13.94%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	10.50%	13.32%
Sharp	0.79%	0.31%
Beta	0.70%	0.91%
Alpha	1.72%	-4.35%

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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	20.81	14.31
Mid Cap	29.22	18.03
Large Cap	42.86	66.71
Small Cap	7.11	0.95

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	4.56	4.84
Communication Services	12.47	8.58
Consumer Cyclical	20.32	13.53
Basic Materials	9.75	3.74
Financial Services	31.11	33.39
Industrials	4.4	11.87
Consumer Defensive	5.43	1.35
Healthcare	2.59	11.62
Utilities	5.59	3.03
Technology	3.78	4.65
Real Estate	-	3.41