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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) ₹38917 Cr ₹989 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 3.94% 3.55%
6 Month 11.1% 6.53%
1 Year 11.68% 3.24%
3 Year 16.25% 16.88%
5 Year 20.17% -

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month 1.79% -0.42%
1 Year 12.06% 3.68%
3 Year 14.94% 12.67%
5 Year 14% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 16.06% 21.32%
3 Year 15.34% 16.65%
5 Year 16.74% -

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 12.92%
Sharp 0.86% 0.77%
Beta 0.7% 0.94%
Alpha 1.7% 1.13%

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 20.81 13.43
Mid Cap 29.22 25.97
Large Cap 42.86 60.59
Small Cap 7.11 -

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.56 3.33
Communication Services 12.47 -
Consumer Cyclical 20.32 15.33
Basic Materials 9.75 7.22
Financial Services 31.11 30.98
Industrials 4.4 12.42
Consumer Defensive 5.43 4.06
Healthcare 2.59 5.84
Utilities 5.59 3.21
Technology 3.78 10.23
Energy - 5.91
Real Estate - 1.48

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