Edelweiss Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹42773 Cr | ₹1041 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 | 0.88% | -0.79% |
| 6 Month | 8.96% | 2.28% |
| 1 Year | 12.62% | -1.28% |
| 3 Year | 17.62% | 16.72% |
| 5 Year | 16.65% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.85% | 1.82% |
| 1 Year | 23.35% | 11.34% |
| 3 Year | 18.22% | 13.93% |
| 5 Year | 15.73% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.8% | 21.32% |
| 3 Year | 15.44% | 16.65% |
| 5 Year | 16.84% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.92% |
| Sharp | 1.03% | 0.75% |
| Beta | 0.73% | 0.95% |
| Alpha | 3.76% | 1.56% |
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 | 31.97 | 15.07 |
| Mid Cap | 27.14 | 24.2 |
| Large Cap | 35.96 | 60.73 |
| Small Cap | 4.93 | - |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.43 | 1.74 |
| Communication Services | 13.54 | - |
| Consumer Cyclical | 16.55 | 14.19 |
| Basic Materials | 9.26 | 7.03 |
| Financial Services | 31.7 | 31.89 |
| Industrials | 1.57 | 12.5 |
| Consumer Defensive | 4.95 | 3.96 |
| Healthcare | 4.23 | 5.47 |
| Utilities | 9.47 | 2.93 |
| Technology | 4.3 | 12.46 |
| Energy | - | 6.45 |
| Real Estate | - | 1.37 |
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