SBI Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare
SBI Focused Fund - Regular Plan -Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Fund | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹37764 Cr | ₹7265 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 TRI |
Turn Over | 12% | % |
Expense Ratio | 1.57 | 1.78 |
Manager | Pradeep Kesavan | Mayur Patel |
ISIN Code | INF200K01370 | INF579M01878 |
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 | 360 ONE 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 | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Month | 3.36% | 3.1% |
6 Month | 15.9% | 12.51% |
1 Year | 5.55% | -4.74% |
3 Year | 14.83% | 15.67% |
5 Year | 19.27% | 20.46% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 4.48% | 3.13% |
1 Year | 14.96% | 8.46% |
3 Year | 16.76% | 13.93% |
5 Year | 15.2% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 16.19% | 14.63% |
3 Year | 15.37% | 16.5% |
5 Year | 16.68% | 17.91% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.03% | 12.28% |
Sharp | 0.8% | 0.68% |
Beta | 0.69% | 0.87% |
Alpha | 2.01% | 1.45% |
Fund Managers
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Name | Pradeep Kesavan | Mayur Patel |
Total AUM | ₹434274 Cr | ₹6984 Cr |
Funds Managed | 43 | 3 |
SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 21.43 | 12.55 |
Mid Cap | 30.8 | 8.56 |
Large Cap | 40.48 | 65.21 |
Small Cap | 7.3 | 13.69 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 5.91 | 5.82 |
Communication Services | 11.51 | 11.02 |
Consumer Cyclical | 20.85 | 15.24 |
Basic Materials | 10.48 | 3.8 |
Financial Services | 31.27 | 30.89 |
Industrials | 4.92 | 16.62 |
Consumer Defensive | 5.55 | 0 |
Healthcare | 3.08 | 6.4 |
Utilities | 2.42 | 0.92 |
Technology | 4 | 7.49 |
Energy | - | 1.81 |
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