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) | ₹43173 Cr | ₹8790 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 | -1.68% | -2.51% |
| 6 Month | 6.59% | -0.83% |
| 1 Year | 14.17% | 10.76% |
| 3 Year | 19.07% | 15.06% |
| 5 Year | 16.89% | 16.47% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 2.21% | -4.24% |
| 1 Year | 14.54% | -1.94% |
| 3 Year | 16.04% | 8.29% |
| 5 Year | 14.8% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.82% | 10.05% |
| 3 Year | 15.47% | 14.93% |
| 5 Year | 16.84% | 16.68% |
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 | 1.12% | 0.76% |
| Beta | 0.73% | 0.89% |
| Alpha | 3.87% | -0.4% |
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 | 36.93 | 8.33 |
| Mid Cap | 22.55 | 19.43 |
| Large Cap | 35.69 | 61.27 |
| Small Cap | 4.83 | 10.96 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 7.42 | 2.87 |
| Communication Services | 13.57 | 1.07 |
| Consumer Cyclical | 16.74 | 21.04 |
| Basic Materials | 6.52 | 3.21 |
| Financial Services | 31.25 | 33.51 |
| Industrials | 1.61 | 7 |
| Consumer Defensive | 4.79 | 3.35 |
| Healthcare | 4.47 | 10.3 |
| Utilities | 9.37 | 7.01 |
| Technology | 4.27 | 4.82 |
| Energy | - | 5.82 |
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