Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹40824 Cr | ₹8712 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 | 1.84 |
| 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 Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Month | 2.3% | 0.64% |
| 6 Month | 6.98% | 1.04% |
| 1 Year | 12.2% | 4.2% |
| 3 Year | 17.12% | 13.47% |
| 5 Year | 16.9% | 18.11% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 6.1% | 3.11% |
| 1 Year | 23.61% | 15.92% |
| 3 Year | 18.46% | 13.58% |
| 5 Year | 15.85% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.84% | 10.2% |
| 3 Year | 15.42% | 14.92% |
| 5 Year | 16.84% | 16.62% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.79% |
| Sharp | 1.03% | 0.66% |
| Beta | 0.73% | 0.9% |
| Alpha | 3.76% | -0.75% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Vinay Sharma |
| Total AUM | ₹434274 Cr | ₹14183 Cr |
| Funds Managed | 43 | 3 |
| SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 29.25 | 3.71 |
| Mid Cap | 28.21 | 21.24 |
| Large Cap | 36.62 | 62.2 |
| Small Cap | 5.92 | 12.85 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 3.34 | 3.71 |
| Communication Services | 12.93 | 1.28 |
| Consumer Cyclical | 17.84 | 18.78 |
| Basic Materials | 9.56 | 3.31 |
| Financial Services | 31.82 | 34.14 |
| Industrials | 1.81 | 10.6 |
| Consumer Defensive | 5.44 | 3.24 |
| Healthcare | 3.17 | 10.38 |
| Utilities | 10.18 | 4.14 |
| Technology | 3.91 | 4.86 |
| Energy | - | 5.56 |
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