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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) ₹43173 Cr ₹8790 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 -1.68% -2.51%
6 Month 6.59% -0.83%
1 Year 14.17% 10.76%
3 Year 19.07% 15.06%
5 Year 16.89% 16.47%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 2.21% -4.24%
1 Year 14.54% -1.94%
3 Year 16.04% 8.29%
5 Year 14.8% 11.15%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 15.82% 10.05%
3 Year 15.47% 14.93%
5 Year 16.84% 16.68%

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 36.93 8.33
Mid Cap 22.55 19.43
Large Cap 35.69 61.27
Small Cap 4.83 10.96

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 7.42 2.87
Communication Services 13.57 1.07
Consumer Cyclical 16.74 21.04
Basic Materials 6.52 3.21
Financial Services 31.25 33.51
Industrials 1.61 7
Consumer Defensive 4.79 3.35
Healthcare 4.47 10.3
Utilities 9.37 7.01
Technology 4.27 4.82
Energy - 5.82

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