Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7875 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 | 1.86 |
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 Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Month | 2.86% | 3.71% |
6 Month | 2.05% | 1.71% |
1 Year | 8.33% | 5.83% |
3 Year | 19.07% | 18.99% |
5 Year | 21.04% | 25.51% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | 7.09% | 9.64% |
1 Year | 11.2% | 10.09% |
3 Year | 17.2% | 15.97% |
5 Year | 16.02% | 17.23% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.38% | 10.67% |
3 Year | 15.32% | 14.89% |
5 Year | 16.61% | 16.24% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.79% |
Sharp | 0.91% | 0.78% |
Beta | 0.71% | 0.91% |
Alpha | 1.58% | -0.4% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Name | Pradeep Kesavan | Vinay Sharma |
Total AUM | ₹434274 Cr | ₹14183 Cr |
Funds Managed | 43 | 3 |
SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 16.74 | 6.95 |
Large Cap | 45.61 | 55.12 |
Small Cap | 7.62 | 15.13 |
Mid Cap | 30.03 | 22.8 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 16.74 | 6.95 |
Telecom - Services | 5.49 | - |
Retailing | 1.79 | 7.9 |
Banks | 23.11 | 22.3 |
Automobiles | 3.24 | 4.91 |
Cement & Cement Products | 3.05 | 3.33 |
Auto Components | 7.6 | 4.18 |
Consumer Durables | 1.14 | - |
Electrical Equipment | 2.1 | 2.99 |
Personal Products | 3.76 | - |
Chemicals & Petrochemicals | 5.12 | - |
Pharmaceuticals & Biotechnology | 3.63 | 5.44 |
Finance | 9.08 | 7.63 |
Food Products | 2.26 | - |
Transport Infrastructure | 2.36 | - |
Textiles & Apparels | 2.4 | - |
Leisure Services | 4.14 | 6.01 |
Power | 2.99 | - |
Petroleum Products | - | 5.93 |
IT - Software | - | 4.13 |
IT - Services | - | 1.47 |
Entertainment | - | 1.06 |
Healthcare Services | - | 2.47 |
Diversified | - | 3.5 |
Transport Services | - | 3.4 |
Industrial Manufacturing | - | 2 |
Capital Markets | - | 1.85 |
Insurance | - | 2.55 |
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