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 | 2.54% | 1.86% |
| 6 Month | 10.15% | 4.57% |
| 1 Year | 16.04% | 10.16% |
| 3 Year | 17.15% | 14.85% |
| 5 Year | 18.42% | 20.2% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 5.48% | 2.08% |
| 1 Year | 21.11% | 14.43% |
| 3 Year | 18.08% | 13.78% |
| 5 Year | 15.7% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 15.88% | 10.28% |
| 3 Year | 15.39% | 14.97% |
| 5 Year | 16.81% | 16.58% |
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 | 0.94% | 0.67% |
| Beta | 0.72% | 0.9% |
| Alpha | 2.32% | -1.29% |
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 |
Top Comparisons
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.24%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.51%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.94%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.19%
Kotak Large & Midcap Fund - Growth
3Y Returns19.19%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.6%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.36%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%