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INVESCO INDIA 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 INVESCO INDIA FOCUSED FUND - 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 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) ₹42773 Cr ₹4801 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 1.01% -4.55%
6 Month 8.44% -5.23%
1 Year 10.59% -9.85%
3 Year 17.76% 20.61%
5 Year 16.8% 18.62%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month 5.85% -4.83%
1 Year 23.35% -1.29%
3 Year 18.22% 16.35%
5 Year 15.73% 16.9%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Year 15.84% 14.83%
3 Year 15.42% 21.96%
5 Year 16.84% 22.52%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 12.03% 14.79%
Sharp 1.03% 0.97%
Beta 0.73% 0.99%
Alpha 3.76% 5.81%

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 31.97 17.07
Mid Cap 27.14 14.25
Large Cap 35.96 54.13
Small Cap 4.93 14.55

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 4.43 8.38
Communication Services 13.54 -
Consumer Cyclical 16.55 13.61
Basic Materials 9.26 -
Financial Services 31.7 25.38
Industrials 1.57 29.43
Consumer Defensive 4.95 3.37
Healthcare 4.23 5.54
Utilities 9.47 -
Technology 4.3 11.67
Real Estate - 2.62

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