Edelweiss Focused Fund vs SBI Focused Equity Fund compare

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SBI Focused Equity 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 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)	₹34678 Cr	₹897 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 Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	2.07%	3.01%
6 Month	-0.06%	-3.36%
1 Year	9.36%	9.08%
3 Year	13.8%	-
5 Year	20.57%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	2.86%	0.53%
1 Year	3.76%	-3.5%
3 Year	15.99%	-
5 Year	15.77%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	16.6%	33.15%
3 Year	15.37%	-
5 Year	16.58%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.03%	-
Sharp	0.39%	-
Beta	0.73%	-
Alpha	-0.42%	-

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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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	23.8	6.4
Small Cap	8.33	3.43
Large Cap	38.05	67.43
Mid Cap	29.82	22.74

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	5.74	3.35
Communication Services	9.72	-
Consumer Cyclical	19.18	16.75
Financial Services	31.96	30.14
Basic Materials	6.93	3.52
Industrials	5.04	14.09
Consumer Defensive	6.57	3.88
Healthcare	7.85	4.37
Utilities	2.68	2.71
Technology	4.32	14.64
Energy	-	4.44
Real Estate	-	2.1