Mirae Asset Focused Fund Regular Plan Growth vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹40824 Cr | ₹7980 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 14 May 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | 34% |
| Expense Ratio | 1.57 | 1.76 |
| Manager | Pradeep Kesavan | Gaurav Misra |
| ISIN Code | INF200K01370 | INF769K01ES4 |
| 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 | Mirae Asset 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 | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 4.14% | 0.98% |
| 6 Month | 10.44% | 4.98% |
| 1 Year | 15.54% | 5.65% |
| 3 Year | 17.01% | 11.25% |
| 5 Year | 18.59% | 14.79% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 5.48% | 0.86% |
| 1 Year | 21.11% | 10.4% |
| 3 Year | 18.08% | 11.35% |
| 5 Year | 15.7% | 10.51% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 15.88% | 13.53% |
| 3 Year | 15.39% | 14.01% |
| 5 Year | 16.81% | 17.44% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 10.69% | 11.87% |
| Sharp | 0.86% | 0.46% |
| Beta | 0.72% | 0.82% |
| Alpha | 2.43% | -2.32% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Name | Pradeep Kesavan | Gaurav Misra |
| Total AUM | ₹434274 Cr | ₹45211 Cr |
| Funds Managed | 43 | 2 |
| SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 20.81 | 3.12 |
| Mid Cap | 29.22 | 20.72 |
| Large Cap | 42.86 | 51.76 |
| Small Cap | 7.11 | 24.4 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 4.56 | 0.2 |
| Communication Services | 12.47 | 3.85 |
| Consumer Cyclical | 20.32 | 24.01 |
| Basic Materials | 9.75 | 4.64 |
| Financial Services | 31.11 | 22.91 |
| Industrials | 4.4 | 6.11 |
| Consumer Defensive | 5.43 | 8.69 |
| Healthcare | 2.59 | 5.98 |
| Utilities | 5.59 | 3 |
| Technology | 3.78 | 18.67 |
| Real Estate | - | 1.93 |
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