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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) | ₹38917 Cr | ₹7280 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 | 0.63% | -1.23% |
| 6 Month | 12.77% | 12.02% |
| 1 Year | 6.4% | -2.33% |
| 3 Year | 16.57% | 24.42% |
| 5 Year | 19.85% | 22.61% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.77% | -0.05% |
| 1 Year | 14.74% | 7.43% |
| 3 Year | 16.19% | 22.3% |
| 5 Year | 14.66% | 20.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 16.06% | 15.81% |
| 3 Year | 15.34% | 21.67% |
| 5 Year | 16.74% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.81% |
| Sharp | 0.86% | 1.06% |
| Beta | 0.7% | 0.99% |
| Alpha | 1.7% | 6.36% |
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 | 19.63 | 5.91 |
| Mid Cap | 29.73 | 22.92 |
| Large Cap | 43.07 | 56.19 |
| Small Cap | 7.58 | 14.97 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 2.82 | 5.91 |
| Communication Services | 12.29 | - |
| Consumer Cyclical | 21.29 | 14.18 |
| Basic Materials | 10.42 | 2.99 |
| Financial Services | 30.7 | 20.67 |
| Industrials | 4.39 | 31.71 |
| Consumer Defensive | 5.36 | 3.95 |
| Healthcare | 2.87 | 10.32 |
| Utilities | 5.34 | - |
| Technology | 4.51 | 10.26 |
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