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) | ₹37764 Cr | ₹8017 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | 3.83% | 3.93% |
6 Month | 15.28% | 18.57% |
1 Year | 6.24% | 0.41% |
3 Year | 15.37% | 12.04% |
5 Year | 19.51% | 16.58% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 4.48% | 5.53% |
1 Year | 14.96% | 13.87% |
3 Year | 16.76% | 13.44% |
5 Year | 15.2% | 12% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 16.19% | 14.53% |
3 Year | 15.37% | 15.16% |
5 Year | 16.68% | 18.18% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 12.03% | 12.08% |
Sharp | 0.8% | 0.36% |
Beta | 0.69% | 0.82% |
Alpha | 2.01% | -2.11% |
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 | 19.63 | 5.01 |
Mid Cap | 29.73 | 21.64 |
Large Cap | 43.07 | 49.29 |
Small Cap | 7.58 | 24.05 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 2.82 | 2.79 |
Communication Services | 12.29 | 3.83 |
Consumer Cyclical | 21.29 | 22.69 |
Basic Materials | 10.42 | 4.75 |
Financial Services | 30.7 | 21.71 |
Industrials | 4.39 | 5.81 |
Consumer Defensive | 5.36 | 7.76 |
Healthcare | 2.87 | 5.48 |
Utilities | 5.34 | 2.89 |
Technology | 4.51 | 20.5 |
Real Estate | - | 1.77 |
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