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) | ₹1974 Cr | ₹38917 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 | 4.11% | 3.94% |
| 6 Month | 9.83% | 11.1% |
| 1 Year | 5.01% | 11.68% |
| 3 Year | 19.06% | 16.25% |
| 5 Year | 17.85% | 20.17% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.19% | 2.07% |
| 1 Year | 5.39% | 12.86% |
| 3 Year | 15.93% | 15.48% |
| 5 Year | 15.05% | 14.23% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.59% | 16.06% |
| 3 Year | 12.35% | 15.34% |
| 5 Year | 9.88% | 16.74% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 14.03% | 10.69% |
| Sharp | 0.86% | 0.86% |
| Beta | 0.92% | 0.72% |
| Alpha | 3.34% | 2.43% |
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 | 2.27 | 20.81 |
| Large Cap | 50.93 | 42.86 |
| Small Cap | 31.5 | 7.11 |
| Mid Cap | 15.29 | 29.22 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.27 | 4.56 |
| Energy | 2.47 | - |
| Technology | 9.62 | 3.78 |
| Industrials | 3.54 | 4.4 |
| Financial Services | 35.83 | 31.11 |
| Consumer Cyclical | 4.57 | 20.32 |
| Consumer Defensive | 12.97 | 5.43 |
| Communication Services | 2.19 | 12.47 |
| Healthcare | 13.79 | 2.59 |
| Basic Materials | 3.26 | 9.75 |
| Utilities | 2.15 | 5.59 |
| Real Estate | 7.35 | - |
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