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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) ₹40824 Cr ₹7980 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹99
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 2.15% -1.46%
6 Month 9.93% 3.12%
1 Year 14.79% 2.52%
3 Year 17.12% 10.65%
5 Year 18.04% 14.28%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month 4.97% 0.01%
1 Year 20.07% 8.65%
3 Year 17.94% 11.15%
5 Year 15.74% 10.57%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 15.84% 13.4%
3 Year 15.4% 13.74%
5 Year 16.82% 17.36%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation 12.03% 11.87%
Sharp 0.94% 0.46%
Beta 0.72% 0.82%
Alpha 2.32% -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 29.25 5.02
Mid Cap 28.21 21.4
Large Cap 36.62 51.11
Small Cap 5.92 22.47

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 3.34 2.68
Communication Services 12.93 4.1
Consumer Cyclical 17.84 22.96
Basic Materials 9.56 5
Financial Services 31.82 21.92
Industrials 1.81 4.17
Consumer Defensive 5.44 9.13
Healthcare 3.17 6.02
Utilities 10.18 3
Technology 3.91 18.83
Real Estate - 2.19

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