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) | ₹42773 Cr | ₹7904 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 | -0.35% | -2.32% |
| 6 Month | 7.5% | -1.95% |
| 1 Year | 17.64% | 4.41% |
| 3 Year | 18.87% | 10.78% |
| 5 Year | 16.16% | 10.84% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.76% | -2.06% |
| 1 Year | 19.65% | 2.91% |
| 3 Year | 17.13% | 7.88% |
| 5 Year | 15.12% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 15.81% | 13.17% |
| 3 Year | 15.46% | 13.46% |
| 5 Year | 16.84% | 17.12% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.03% | 11.06% |
| Sharp | 1.12% | 0.53% |
| Beta | 0.73% | 0.81% |
| Alpha | 3.87% | -2.66% |
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 | 31.97 | 5.2 |
| Mid Cap | 27.14 | 22.48 |
| Large Cap | 35.96 | 51.64 |
| Small Cap | 4.93 | 20.68 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 4.43 | 0.23 |
| Communication Services | 13.54 | 4.19 |
| Consumer Cyclical | 16.55 | 21.1 |
| Basic Materials | 9.26 | 5.03 |
| Financial Services | 31.7 | 22.93 |
| Industrials | 1.57 | 6.15 |
| Consumer Defensive | 4.95 | 9.08 |
| Healthcare | 4.23 | 5.99 |
| Utilities | 9.47 | 3.17 |
| Technology | 4.3 | 20.14 |
| Real Estate | - | 1.99 |
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