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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) ₹42773 Cr ₹8887 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 1.21% 0.38%
6 Month 6.49% 1.11%
1 Year 15.6% 8.72%
3 Year 18.86% 15.44%
5 Year 16.1% 16.46%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 6.01% 3.6%
1 Year 23.08% 16.16%
3 Year 18.29% 13.56%
5 Year 15.8% 14.03%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 15.81% 10.08%
3 Year 15.46% 14.92%
5 Year 16.84% 16.69%

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 31.97 8.33
Mid Cap 27.14 19.43
Large Cap 35.96 61.27
Small Cap 4.93 10.96

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 4.43 2.87
Communication Services 13.54 1.07
Consumer Cyclical 16.55 21.04
Basic Materials 9.26 3.21
Financial Services 31.7 33.51
Industrials 1.57 7
Consumer Defensive 4.95 3.35
Healthcare 4.23 10.3
Utilities 9.47 7.01
Technology 4.3 4.82
Energy - 5.82

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