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) | ₹37764 Cr | ₹958 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 | 3.95% | 3.05% |
6 Month | 16.56% | 14.45% |
1 Year | 6.55% | -2.89% |
3 Year | 15.43% | 17.22% |
5 Year | 19.35% | - |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.48% | 3.35% |
1 Year | 14.96% | 8.15% |
3 Year | 16.76% | 15.88% |
5 Year | 15.2% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.19% | 26.4% |
3 Year | 15.37% | 17.39% |
5 Year | 16.68% | - |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 13.16% |
Sharp | 0.8% | 0.69% |
Beta | 0.69% | 0.94% |
Alpha | 2.01% | 1.70% |
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 | 21.43 | 8.53 |
Mid Cap | 30.8 | 22.02 |
Large Cap | 40.48 | 69.45 |
Small Cap | 7.3 | - |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.91 | 2.02 |
Communication Services | 11.51 | - |
Consumer Cyclical | 20.85 | 14.9 |
Basic Materials | 10.48 | 6.74 |
Financial Services | 31.27 | 33.7 |
Industrials | 4.92 | 11.59 |
Consumer Defensive | 5.55 | 4.24 |
Healthcare | 3.08 | 4.09 |
Utilities | 2.42 | 3.24 |
Technology | 4 | 11.66 |
Energy | - | 6.19 |
Real Estate | - | 1.62 |
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