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) | ₹37764 Cr | ₹8420 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 | 3.83% | 3.07% |
6 Month | 15.28% | 17.45% |
1 Year | 6.24% | -0.77% |
3 Year | 15.37% | 14.57% |
5 Year | 19.51% | 21.89% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
6 Month | 4.48% | 3.57% |
1 Year | 14.96% | 12.92% |
3 Year | 16.76% | 14.38% |
5 Year | 15.2% | 15.26% |
Rolling Lumpsum Returns
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% |
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 | 0.8% | 0.61% |
Beta | 0.69% | 0.91% |
Alpha | 2.01% | -0.65% |
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 | 19.63 | 4.81 |
Mid Cap | 29.73 | 22.48 |
Large Cap | 43.07 | 59.02 |
Small Cap | 7.58 | 13.69 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
---|---|---|
Others | 2.82 | 4.81 |
Communication Services | 12.29 | 1.23 |
Consumer Cyclical | 21.29 | 19.99 |
Basic Materials | 10.42 | 3.29 |
Financial Services | 30.7 | 32.11 |
Industrials | 4.39 | 11.22 |
Consumer Defensive | 5.36 | 2.41 |
Healthcare | 2.87 | 10.62 |
Utilities | 5.34 | 3.77 |
Technology | 4.51 | 4.98 |
Energy | - | 5.58 |
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