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 | 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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