DSP Focus Fund vs SBI Focused Equity Fund compare

DSP Focus Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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DSP Focused Fund - Regular Plan - Growth

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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	DSP Focused Fund - Regular Plan - Growth
Fund	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹40824 Cr	₹2638 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	08 Oct 2004	10 Jun 2010
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	31%
Expense Ratio	1.57	2.04
Manager	Pradeep Kesavan	Vinit Sambre
ISIN Code	INF200K01370	INF740K01532
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	DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
1 Month	3.28%	2.02%
6 Month	10.11%	5.12%
1 Year	14.15%	4.39%
3 Year	17.1%	18.06%
5 Year	17.49%	16.04%

SIP Return Analysis

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
6 Month	6.1%	4.33%
1 Year	23.61%	15.66%
3 Year	18.46%	16.94%
5 Year	15.85%	15.67%

Rolling Lumpsum Returns

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
1 Year	15.84%	9.63%
3 Year	15.42%	13.75%
5 Year	16.84%	13.13%

Risk Management

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.03%	14.04%
Sharp	1.03%	0.89%
Beta	0.73%	0.94%
Alpha	3.76%	2.58%

Fund Managers

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Vinit Sambre
Total AUM	₹434274 Cr	₹31142 Cr
Funds Managed	43	3
	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
Others	29.25	18.71
Mid Cap	28.21	12.14
Large Cap	36.62	52.43
Small Cap	5.92	16.72

Sector Allocation

Scheme Name	SBI Focused Fund - Regular Plan -Growth	DSP Focused Fund - Regular Plan - Growth
Others	3.34	7.61
Communication Services	12.93	4.01
Consumer Cyclical	17.84	5.95
Basic Materials	9.56	5.16
Financial Services	31.82	40.34
Industrials	1.81	6.39
Consumer Defensive	5.44	2.07
Healthcare	3.17	7.7
Utilities	10.18	1.92
Technology	3.91	11.39
Energy	-	3.9
Real Estate	-	3.57

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