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Edelweiss Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹37764 Cr ₹958 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

Trailing Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 3.95% 3.05%
6 Month 16.56% 14.45%
1 Year 6.55% -2.89%
3 Year 15.43% 17.22%
5 Year 19.35% -

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month 4.48% 3.35%
1 Year 14.96% 8.15%
3 Year 16.76% 15.88%
5 Year 15.2% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 13.16%
Sharp 0.8% 0.69%
Beta 0.69% 0.94%
Alpha 2.01% 1.70%

Fund Managers

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

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 21.43 8.53
Mid Cap 30.8 22.02
Large Cap 40.48 69.45
Small Cap 7.3 -

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 5.91 2.02
Communication Services 11.51 -
Consumer Cyclical 20.85 14.9
Basic Materials 10.48 6.74
Financial Services 31.27 33.7
Industrials 4.92 11.59
Consumer Defensive 5.55 4.24
Healthcare 3.08 4.09
Utilities 2.42 3.24
Technology 4 11.66
Energy - 6.19
Real Estate - 1.62

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