SBI Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Aditya Birla Sun Life Focused Equity Fund -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	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹37936 Cr	₹7731 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 2004	24 Oct 2005
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	45%
Expense Ratio	1.57	1.82
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01370	INF209K01462
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	Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	0.1%	-0.67%
6 Month	9.91%	9.52%
1 Year	7.89%	2.56%
3 Year	14.85%	15.01%
5 Year	19.02%	18.48%

SIP Return Analysis

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	3.33%	1.71%
1 Year	8.38%	2.61%
3 Year	15.3%	14.08%
5 Year	14.58%	14.29%

Rolling Lumpsum Returns

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	16.19%	12.63%
3 Year	15.37%	12.49%
5 Year	16.68%	13.73%

Risk Management

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.03%	12.25%
Sharp	0.92%	0.82%
Beta	0.69%	0.91%
Alpha	1.81%	-0.23%

Fund Managers

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	21.43	12.95
Mid Cap	30.8	7.44
Large Cap	40.48	77.58
Small Cap	7.3	2.04

Sector Allocation

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.91	4.42
Communication Services	11.51	4.62
Consumer Cyclical	20.85	17.14
Basic Materials	10.48	4.82
Financial Services	31.27	30.55
Industrials	4.92	6.28
Consumer Defensive	5.55	4.32
Healthcare	3.08	2.82
Utilities	2.42	3.38
Technology	4	13.55
Energy	-	5.69
Real Estate	-	2.4

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation