Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Focused Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.34%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.34%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.97%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.89%

Compare Now

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns19.82%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns8.21%

VS

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns11.2%

Compare Now
Add to Cart Successfully