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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 | ₹4202 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 | 2.2% | -1.64% |
| 6 Month | 10.12% | 3.07% |
| 1 Year | 10.37% | -2.48% |
| 3 Year | 16.03% | 21.61% |
| 5 Year | 18.81% | 21.72% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 4.19% | -2.52% |
| 1 Year | 18.85% | 2.29% |
| 3 Year | 17.18% | 19.39% |
| 5 Year | 15.11% | 18.54% |
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% | 14.74% |
| 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 | 20.81 | 7.3 |
| Mid Cap | 29.22 | 20.32 |
| Large Cap | 42.86 | 55.59 |
| Small Cap | 7.11 | 16.8 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 4.56 | 7.3 |
| Communication Services | 12.47 | - |
| Consumer Cyclical | 20.32 | 13.9 |
| Basic Materials | 9.75 | 2.85 |
| Financial Services | 31.11 | 20.46 |
| Industrials | 4.4 | 31.58 |
| Consumer Defensive | 5.43 | 3.55 |
| Healthcare | 2.59 | 10.82 |
| Utilities | 5.59 | - |
| Technology | 3.78 | 9.54 |
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