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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 3.28% -0.18%
6 Month 10.11% 2.59%
1 Year 14.15% -0.51%
3 Year 17.1% 10.52%
5 Year 17.49% 13.69%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month 6.1% 1.41%
1 Year 23.61% 11.41%
3 Year 18.46% 11.03%
5 Year 15.85% 10.31%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 15.84% 13.36%
3 Year 15.42% 13.67%
5 Year 16.84% 17.26%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation 10.68% 11.82%
Sharp 0.95% 0.37%
Beta 0.73% 0.82%
Alpha 3.86% -2.74%

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 14.6 5.02
Large Cap 53.09 51.11
Mid Cap 21.91 21.4
Small Cap 10.4 22.47

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 14.6 2.68
Telecom - Services 4.99 -
Retailing 4.34 -
Consumer Durables 3.26 -
Banks 16.68 -
Automobiles 2.92 -
Cement & Cement Products 2.57 -
Auto Components 6.42 -
Electrical Equipment 1.81 -
Personal Products 2.94 -
Finance 15.14 -
Chemicals & Petrochemicals 3.74 -
Pharmaceuticals & Biotechnology 2.92 -
Food Products 2.49 -
Textiles & Apparels 1.92 -
Leisure Services 3.08 -
Power 10.18 -
Technology - 18.83
Financial Services - 21.92
Healthcare - 6.02
Consumer Cyclical - 22.96
Basic Materials - 5
Consumer Defensive - 9.13
Utilities - 3
Industrials - 4.17
Communication Services - 4.1
Real Estate - 2.19

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