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Edelweiss Focused Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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 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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