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Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹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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