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) | ₹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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