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) | ₹42773 Cr | ₹2707 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 | 1.96% | 1.34% |
| 6 Month | 9.68% | 3.92% |
| 1 Year | 15.82% | 7.67% |
| 3 Year | 19.16% | 20.41% |
| 5 Year | 17.04% | 15.37% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.5% | 2.06% |
| 1 Year | 22.68% | 11.25% |
| 3 Year | 18.63% | 16.11% |
| 5 Year | 16.12% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.8% | 9.53% |
| 3 Year | 15.44% | 13.77% |
| 5 Year | 16.84% | 13.16% |
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 | 31.97 | 18.45 |
| Mid Cap | 27.14 | 12.74 |
| Large Cap | 35.96 | 52.73 |
| Small Cap | 4.93 | 16.08 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.43 | 7.36 |
| Communication Services | 13.54 | 4.32 |
| Consumer Cyclical | 16.55 | 5.64 |
| Basic Materials | 9.26 | 5.49 |
| Financial Services | 31.7 | 40.48 |
| Industrials | 1.57 | 5.69 |
| Consumer Defensive | 4.95 | 2.48 |
| Healthcare | 4.23 | 7.58 |
| Utilities | 9.47 | 1.8 |
| Technology | 4.3 | 11.76 |
| Energy | - | 3.82 |
| Real Estate | - | 3.59 |
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