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Edelweiss Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity 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 Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹37122 Cr ₹961 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 Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 1.34% 1.14%
6 Month 4.9% -0.27%
1 Year 8.42% 4.5%
3 Year 19.08% -
5 Year 20.05% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month 5.4% 5.82%
1 Year 9.46% 4.81%
3 Year 16.65% -
5 Year 15.78% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 16.38% 30.77%
3 Year 15.32% -
5 Year 16.61% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 11.41% -
Sharp 0.85% -
Beta 0.70% -
Alpha 1.75% -

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Fund Managers

Scheme Name SBI Focused Equity 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 Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 16.74 6.4
Large Cap 45.61 67.43
Small Cap 7.62 3.43
Mid Cap 30.03 22.74

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 16.74 3.35
Telecom - Services 5.49 -
Retailing 1.79 -
Banks 23.11 -
Automobiles 3.24 -
Cement & Cement Products 3.05 -
Auto Components 7.6 -
Consumer Durables 1.14 -
Electrical Equipment 2.1 -
Personal Products 3.76 -
Chemicals & Petrochemicals 5.12 -
Pharmaceuticals & Biotechnology 3.63 -
Finance 9.08 -
Food Products 2.26 -
Transport Infrastructure 2.36 -
Textiles & Apparels 2.4 -
Leisure Services 4.14 -
Power 2.99 -
Energy - 4.44
Technology - 14.64
Industrials - 14.09
Financial Services - 30.14
Healthcare - 4.37
Consumer Cyclical - 16.75
Consumer Defensive - 3.88
Basic Materials - 3.52
Real Estate - 2.1
Utilities - 2.71

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