BANDHAN Focused Equity Fund vs SBI Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹2086 Cr | ₹42773 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Mar 2006 | 08 Oct 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 87% | 12% |
| Expense Ratio | 2.09 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194K01466 | INF200K01370 |
| Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -3.01% | 0.88% |
| 6 Month | 1.23% | 8.96% |
| 1 Year | -3.85% | 12.62% |
| 3 Year | 18.08% | 17.62% |
| 5 Year | 14.66% | 16.65% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -0.03% | 5.85% |
| 1 Year | 9.32% | 23.35% |
| 3 Year | 15.6% | 18.22% |
| 5 Year | 14.99% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.33% | 15.84% |
| 3 Year | 12.45% | 15.42% |
| 5 Year | 10.07% | 16.84% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 14.09% | 12.03% |
| Sharp | 0.81% | 1.03% |
| Beta | 0.93% | 0.73% |
| Alpha | 3.40% | 3.76% |
Fund Managers
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 0.55 | 31.97 |
| Large Cap | 48.45 | 35.96 |
| Small Cap | 34.5 | 4.93 |
| Mid Cap | 16.5 | 27.14 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 0.55 | 4.43 |
| Energy | 2.68 | - |
| Technology | 9.83 | 4.3 |
| Industrials | 3.72 | 1.57 |
| Financial Services | 33.79 | 31.7 |
| Consumer Cyclical | 4.22 | 16.55 |
| Consumer Defensive | 16.52 | 4.95 |
| Communication Services | 2.31 | 13.54 |
| Healthcare | 14.69 | 4.23 |
| Basic Materials | 2.8 | 9.26 |
| Utilities | 1.94 | 9.47 |
| Real Estate | 6.95 | - |
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