Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Nippon India Focused Fund - Growth Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹38610 Cr	₹8788 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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	-2.59%	-1.88%
6 Month	3.95%	8.72%
1 Year	4.28%	-0.33%
3 Year	15.05%	14.87%
5 Year	19.64%	23.04%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	7.42%	5.28%
1 Year	14.73%	7.06%
3 Year	17.62%	13.99%
5 Year	15.99%	15.61%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
1 Year	16.19%	10.41%
3 Year	15.37%	15.09%
5 Year	16.68%	16.39%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	12.03%	12.79%
Sharp	1.21%	1%
Beta	0.7%	0.92%
Alpha	2.45%	-0.94%

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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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Others	21.8	6.12
Mid Cap	31.5	22.71
Large Cap	39.1	57.35
Small Cap	7.6	13.82

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Others	6.48	6.12
Communication Services	11.01	1.21
Consumer Cyclical	21.37	22.27
Basic Materials	11.2	3.23
Financial Services	29.69	31.62
Industrials	4.67	11.95
Consumer Defensive	5.49	-
Healthcare	3.12	10.27
Utilities	2.66	3.31
Technology	4.31	4.11
Energy	-	5.91