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) | ₹37122 Cr | ₹2576 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 | 1.77% | 2.12% |
6 Month | 8.48% | 9.26% |
1 Year | 6.37% | 3.8% |
3 Year | 18.23% | 21.81% |
5 Year | 20.65% | 20.32% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.89% | 6.57% |
1 Year | 15.29% | 8.68% |
3 Year | 18.01% | 19.34% |
5 Year | 16.34% | 17.15% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.38% | 10.41% |
3 Year | 15.32% | 13.08% |
5 Year | 16.61% | 12.62% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 1.21% | 1.17% |
Beta | 0.7% | 0.94% |
Alpha | 2.45% | 2.25% |
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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 | 23.32 | 11.54 |
Small Cap | 7.82 | 19.35 |
Large Cap | 39.35 | 55.82 |
Mid Cap | 29.51 | 13.29 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 6.33 |
Communication Services | 10.82 | 3.15 |
Consumer Cyclical | 19.51 | 6.96 |
Financial Services | 31.99 | 35.12 |
Basic Materials | 8.59 | 9.75 |
Industrials | 4.8 | 5.53 |
Consumer Defensive | 5.82 | 2.31 |
Healthcare | 3.38 | 9.4 |
Utilities | 2.59 | 2.04 |
Technology | 4.42 | 12.51 |
Energy | - | 3.56 |
Real Estate | - | 3.33 |
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