Edelweiss Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Edelweiss 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	Edelweiss Focused Fund - Regular Plan - Growth
Fund	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹38610 Cr	₹1001 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	08 Oct 2004	01 Aug 2022
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	49%
Expense Ratio	1.57	2.24
Manager	Pradeep Kesavan	Trideep Bhattacharya
ISIN Code	INF200K01370	INF754K01OL0
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	Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	-2.61%	-3.68%
6 Month	5.6%	2.97%
1 Year	4.19%	-2.32%
3 Year	15.72%	-
5 Year	19.7%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	5.08%	3.07%
1 Year	11.38%	1.48%
3 Year	16.9%	-
5 Year	15.76%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	16.19%	26.4%
3 Year	15.37%	17.39%
5 Year	16.68%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.03%	-
Sharp	1.21%	-
Beta	0.7%	-
Alpha	2.45%	-

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Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Trideep Bhattacharya
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	9
	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	21.8	9.01
Mid Cap	31.5	21.89
Large Cap	39.1	69.09
Small Cap	7.6	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	6.48	2.22
Communication Services	11.01	-
Consumer Cyclical	21.37	15.44
Basic Materials	11.2	6.47
Financial Services	29.69	33.34
Industrials	4.67	11.39
Consumer Defensive	5.49	4.15
Healthcare	3.12	3.86
Utilities	2.66	3.12
Technology	4.31	11.84
Energy	-	6.43
Real Estate	-	1.74