- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹40824 Cr | ₹7448 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 | 1.46% | -2.78% |
| 6 Month | 9.78% | 0.29% |
| 1 Year | 16.61% | 1.17% |
| 3 Year | 17.14% | 22.37% |
| 5 Year | 17.87% | 21.07% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 4.97% | -3.07% |
| 1 Year | 20.07% | 1.55% |
| 3 Year | 17.94% | 19.28% |
| 5 Year | 15.74% | 18.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 15.88% | 15.06% |
| 3 Year | 15.39% | 21.93% |
| 5 Year | 16.81% | 22.75% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.74% |
| Sharp | 0.94% | 1.01% |
| Beta | 0.72% | 0.98% |
| Alpha | 2.32% | 5.66% |
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 | 29.25 | 9.95 |
| Mid Cap | 28.21 | 17.47 |
| Large Cap | 36.62 | 58.49 |
| Small Cap | 5.92 | 14.1 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.34 | 6.14 |
| Communication Services | 12.93 | - |
| Consumer Cyclical | 17.84 | 14.14 |
| Basic Materials | 9.56 | 2.99 |
| Financial Services | 31.82 | 23.44 |
| Industrials | 1.81 | 30.25 |
| Consumer Defensive | 5.44 | 3.55 |
| Healthcare | 3.17 | 9.73 |
| Utilities | 10.18 | - |
| Technology | 3.91 | 9.76 |
Top Comparisons
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns13.43%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns23.19%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.87%
LIC MF ELSS Regular Plan-Growth
3Y Returns15.61%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.15%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.1%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns15.44%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.89%
