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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) | ₹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 | 2.19% | -0.96% |
| 6 Month | 10.63% | -0.18% |
| 1 Year | 15.46% | -1.06% |
| 3 Year | 17.33% | 21.76% |
| 5 Year | 17.9% | 20.74% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 6.62% | -0.95% |
| 1 Year | 24.24% | 4.91% |
| 3 Year | 18.81% | 19.8% |
| 5 Year | 16.23% | 18.94% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 15.84% | 14.97% |
| 3 Year | 15.4% | 22.02% |
| 5 Year | 16.82% | 22.61% |
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 |
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