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Mirae Asset Focused Fund Regular Plan Growth vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon Mirae Asset Focused Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹37936 Cr ₹8017 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 0.1% -0.74%
6 Month 9.91% 11.39%
1 Year 7.89% 5.46%
3 Year 14.85% 10.96%
5 Year 19.02% 16.86%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month 3.33% 3.81%
1 Year 8.38% 4.79%
3 Year 15.3% 11.35%
5 Year 14.58% 11.06%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 16.19% 14.53%
3 Year 15.37% 15.16%
5 Year 16.68% 18.18%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation 12.03% 12.01%
Sharp 0.92% 0.48%
Beta 0.69% 0.82%
Alpha 1.81% -2.37%

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 21.43 5.35
Mid Cap 30.8 22.67
Large Cap 40.48 46.98
Small Cap 7.3 25

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 5.91 4.35
Communication Services 11.51 3.8
Consumer Cyclical 20.85 21.8
Basic Materials 10.48 5.53
Financial Services 31.27 20.76
Industrials 4.92 6.06
Consumer Defensive 5.55 6.18
Healthcare 3.08 6.03
Utilities 2.42 3
Technology 4 20.56
Real Estate - 1.94

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