Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7875 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 26 Dec 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 59% |
Expense Ratio | 1.57 | 1.86 |
Manager | Pradeep Kesavan | Vinay Sharma |
ISIN Code | INF200K01370 | INF204K01GE7 |
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 | Nippon India Focused Equity 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 Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Month | 2.07% | 3.46% |
6 Month | -0.06% | -2.59% |
1 Year | 9.36% | 7.47% |
3 Year | 13.8% | 13.76% |
5 Year | 20.57% | 24.7% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | 2.86% | 2.93% |
1 Year | 3.76% | -1.92% |
3 Year | 15.99% | 13.81% |
5 Year | 15.77% | 16.74% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.6% | 11.09% |
3 Year | 15.37% | 15.06% |
5 Year | 16.58% | 16.01% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.79% |
Sharp | 0.39% | 0.4% |
Beta | 0.73% | 0.9% |
Alpha | -0.42% | -0.69% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Name | Pradeep Kesavan | Vinay Sharma |
Total AUM | ₹434274 Cr | ₹14183 Cr |
Funds Managed | 43 | 3 |
SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 23.8 | 5.95 |
Small Cap | 8.33 | 16.75 |
Large Cap | 38.05 | 56.47 |
Mid Cap | 29.82 | 20.83 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 5.74 | 5.95 |
Communication Services | 9.72 | 2.89 |
Consumer Cyclical | 19.18 | 21.99 |
Financial Services | 31.96 | 37.63 |
Basic Materials | 6.93 | 3.08 |
Industrials | 5.04 | 11.6 |
Consumer Defensive | 6.57 | - |
Healthcare | 7.85 | 7.03 |
Utilities | 2.68 | - |
Technology | 4.32 | 4.75 |
Energy | - | 5.08 |
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