Canara Robeco Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹38610 Cr | ₹2743 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 17 May 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 37% |
Expense Ratio | 1.57 | 1.96 |
Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
ISIN Code | INF200K01370 | INF760K01JT0 |
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 | Canara Robeco 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 | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.98% | -1.38% |
6 Month | 7.11% | 10.14% |
1 Year | 5.67% | 6.73% |
3 Year | 16.03% | 18.72% |
5 Year | 20.01% | - |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.08% | 6.04% |
1 Year | 11.38% | 9.88% |
3 Year | 16.9% | 18.6% |
5 Year | 15.76% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.38% | 14.29% |
3 Year | 15.32% | 17.31% |
5 Year | 16.61% | - |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 13.11% |
Sharp | 1.21% | 1.16% |
Beta | 0.7% | 0.90% |
Alpha | 2.45% | 2.50% |
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Fund Managers
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Funds Managed | 43 | 12 |
SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.8 | 11.19 |
Mid Cap | 31.5 | 15.67 |
Large Cap | 39.1 | 71.02 |
Small Cap | 7.6 | 2.12 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.48 | 5.23 |
Communication Services | 11.01 | 4.32 |
Consumer Cyclical | 21.37 | 18.42 |
Basic Materials | 11.2 | 4.81 |
Financial Services | 29.69 | 28.14 |
Industrials | 4.67 | 11.81 |
Consumer Defensive | 5.49 | 4.65 |
Healthcare | 3.12 | 11.84 |
Utilities | 2.66 | 0 |
Technology | 4.31 | 6.54 |
Energy | - | 4.25 |
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