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) | ₹38917 Cr | ₹8464 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 | 2.39% | 1.01% |
| 6 Month | 9% | 6.7% |
| 1 Year | 10.88% | 4.4% |
| 3 Year | 16.64% | 14.73% |
| 5 Year | 20% | 21.86% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 4.97% | 1.71% |
| 1 Year | 19.46% | 13.95% |
| 3 Year | 17.84% | 14.25% |
| 5 Year | 15.73% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 16.06% | 10.22% |
| 3 Year | 15.34% | 14.95% |
| 5 Year | 16.74% | 16.49% |
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 | 0.86% | 0.69% |
| Beta | 0.7% | 0.91% |
| Alpha | 1.7% | -0.87% |
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 | 20.81 | 4.89 |
| Mid Cap | 29.22 | 20.85 |
| Large Cap | 42.86 | 61.37 |
| Small Cap | 7.11 | 12.89 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 4.56 | 4.89 |
| Communication Services | 12.47 | 1.17 |
| Consumer Cyclical | 20.32 | 19.03 |
| Basic Materials | 9.75 | 3.25 |
| Financial Services | 31.11 | 33.01 |
| Industrials | 4.4 | 10.88 |
| Consumer Defensive | 5.43 | 3.08 |
| Healthcare | 2.59 | 10.35 |
| Utilities | 5.59 | 3.9 |
| Technology | 3.78 | 4.86 |
| Energy | - | 5.58 |
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