DSP Focus Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹37936 Cr | ₹2595 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 | -0.76% | -2.91% |
6 Month | 10.68% | 10.41% |
1 Year | 4.94% | -3.96% |
3 Year | 14.82% | 16.13% |
5 Year | 18.05% | 17.32% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.21% | -1.89% |
1 Year | 7.14% | -0.76% |
3 Year | 14.7% | 14.8% |
5 Year | 14.34% | 14.61% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.19% | 10.15% |
3 Year | 15.37% | 13.28% |
5 Year | 16.68% | 12.78% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.92% | 0.94% |
Beta | 0.69% | 0.89% |
Alpha | 1.81% | 2.32% |
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 | 21.43 | 20.95 |
Mid Cap | 30.8 | 13.55 |
Large Cap | 40.48 | 46.86 |
Small Cap | 7.3 | 18.64 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.91 | 8.13 |
Communication Services | 11.51 | 3.23 |
Consumer Cyclical | 20.85 | 6.95 |
Basic Materials | 10.48 | 7.67 |
Financial Services | 31.27 | 35.46 |
Industrials | 4.92 | 5.82 |
Consumer Defensive | 5.55 | 2.38 |
Healthcare | 3.08 | 9.2 |
Utilities | 2.42 | 1.9 |
Technology | 4 | 12.42 |
Energy | - | 3.66 |
Real Estate | - | 3.2 |
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