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 | ₹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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