Edelweiss Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.86% | 0.57% |
6 Month | 2.05% | -5.41% |
1 Year | 8.33% | 3.65% |
3 Year | 19.07% | - |
5 Year | 21.04% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.09% | 5.78% |
1 Year | 11.2% | 2.48% |
3 Year | 17.2% | - |
5 Year | 16.02% | - |
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 | 12.03% | - |
Sharp | 0.91% | - |
Beta | 0.71% | - |
Alpha | 1.58% | - |
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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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