- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA FOCUSED FUND vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34678 Cr | ₹3361 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 Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 1.97% | 3.26% |
| 6 Month | 6.22% | 0.88% |
| 1 Year | 11.86% | 13.18% |
| 3 Year | 16.83% | 25.77% |
| 5 Year | 22.32% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 4.74% | 6.08% |
| 1 Year | 8.03% | 7.71% |
| 3 Year | 16.84% | 28.5% |
| 5 Year | 15.95% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 16.6% | 20.31% |
| 3 Year | 15.37% | 21.04% |
| 5 Year | 16.58% | - |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 15.823% |
| Sharp | 0.65% | 0.731% |
| Beta | 0.72% | 0.973% |
| Alpha | 0.76% | 5.017% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 18.92 | 6.39 |
| Large Cap | 44.17 | 56.74 |
| Small Cap | 8.17 | 14.1 |
| Mid Cap | 28.74 | 22.77 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 18.92 | 6.39 |
| Telecom - Services | 5.14 | - |
| Retailing | 1.98 | - |
| Banks | 21.69 | - |
| Automobiles | 3.19 | - |
| Cement & Cement Products | 3.2 | - |
| Auto Components | 7.34 | - |
| Consumer Durables | 1.15 | - |
| Electrical Equipment | 2.37 | - |
| Personal Products | 3.67 | - |
| Finance | 9.39 | - |
| Chemicals & Petrochemicals | 4.47 | - |
| Pharmaceuticals & Biotechnology | 3.77 | - |
| Food Products | 2.46 | - |
| Transport Infrastructure | 2.35 | - |
| Textiles & Apparels | 2.3 | - |
| Leisure Services | 3.66 | - |
| Power | 2.95 | - |
| Technology | - | 13.99 |
| Industrials | - | 26.95 |
| Healthcare | - | 10.98 |
| Financial Services | - | 17.84 |
| Basic Materials | - | 3.86 |
| Consumer Cyclical | - | 15.09 |
| Consumer Defensive | - | 4.89 |
Top Comparisons
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns20.24%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns17.5%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns20.68%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns8.48%
Quant Gilt Fund Regular - Growth
3Y Returns0%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns22.53%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns18.05%
