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Axis Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹37122 Cr ₹12644 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 3.22% 2.79%
6 Month 6.71% 3.38%
1 Year 8.07% 6.32%
3 Year 19.37% 14.63%
5 Year 20.6% 15.13%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month 9.38% 8.91%
1 Year 17.67% 11.98%
3 Year 18.48% 14.25%
5 Year 16.65% 11.05%

Rolling Lumpsum Returns

Scheme Name SBI Focused 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 Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 11.04% 15.01%
Sharp 1.12% 0.61%
Beta 0.70% 0.97%
Alpha 2.48% -4.68%

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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 17.24 8.97
Large Cap 45.43 73.81
Small Cap 7.82 -
Mid Cap 29.51 17.22

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 17.24 6.09
Telecom - Services 5.29 -
Retailing 1.78 -
Banks 22.38 -
Automobiles 3.02 -
Cement & Cement Products 2.95 -
Auto Components 8.24 -
Consumer Durables 1.18 -
Electrical Equipment 2.1 -
Personal Products 3.48 -
Chemicals & Petrochemicals 5.64 -
Pharmaceuticals & Biotechnology 3.38 -
Finance 9.61 -
Food Products 2.34 -
Transport Infrastructure 2.7 -
Textiles & Apparels 2.37 -
Leisure Services 3.71 -
Power 2.59 -
Financial Services - 35.5
Industrials - 10.2
Consumer Cyclical - 10.31
Consumer Defensive - 1.26
Basic Materials - 4.89
Healthcare - 9.99
Communication Services - 8.96
Technology - 5.79
Real Estate - 3.21
Utilities - 3.8

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