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INVESCO INDIA FOCUSED FUND vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹37936 Cr | ₹4199 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | 12% | 84% |
| Expense Ratio | 1.57 | 1.87 |
| Manager | Pradeep Kesavan | Hiten Jain |
| ISIN Code | INF200K01370 | INF205KA1189 |
| 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 | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | -1.31% | -0.46% |
| 6 Month | 8.54% | 13.51% |
| 1 Year | 7.83% | 7.78% |
| 3 Year | 14.52% | 23.75% |
| 5 Year | 19.11% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 3.33% | 5.17% |
| 1 Year | 8.38% | 7.6% |
| 3 Year | 15.3% | 25.25% |
| 5 Year | 14.58% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 16.19% | 16.72% |
| 3 Year | 15.37% | 21.22% |
| 5 Year | 16.68% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 10.55% | 14.79% |
| Sharp | 0.83% | 1.16% |
| Beta | 0.69% | 0.97% |
| Alpha | 1.80% | 7.32% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hiten Jain |
| Total AUM | ₹434274 Cr | ₹4078 Cr |
| Funds Managed | 43 | 4 |
| SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 21.43 | 2.78 |
| Mid Cap | 30.8 | 24.24 |
| Large Cap | 40.48 | 60.09 |
| Small Cap | 7.3 | 12.89 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 5.91 | 2.78 |
| Communication Services | 11.51 | - |
| Consumer Cyclical | 20.85 | 14.11 |
| Basic Materials | 10.48 | 3.18 |
| Financial Services | 31.27 | 21.5 |
| Industrials | 4.92 | 30.66 |
| Consumer Defensive | 5.55 | 3.89 |
| Healthcare | 3.08 | 10.34 |
| Utilities | 2.42 | - |
| Technology | 4 | 13.54 |
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