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

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

Link copied to clipboard!

SBI Focused Fund - Regular Plan -Growth

Invest Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

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)	₹43173 Cr	₹8209 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	-3%	-1.77%
6 Month	5.24%	3.41%
1 Year	13.23%	10.49%
3 Year	18.31%	16.41%
5 Year	15.55%	13.89%

SIP Return Analysis

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.97%	3.36%
1 Year	17.11%	15.17%
3 Year	16.41%	15.06%
5 Year	14.87%	14.66%

Rolling Lumpsum Returns

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	15.82%	12.24%
3 Year	15.47%	12.74%
5 Year	16.84%	14.02%

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	1.12%	0.91%
Beta	0.73%	0.9%
Alpha	3.87%	1.16%

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	36.93	14.21
Mid Cap	22.55	8.19
Large Cap	35.69	76.31
Small Cap	4.83	1.29

Sector Allocation

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	7.42	4.79
Communication Services	13.57	4.43
Consumer Cyclical	16.74	14.86
Basic Materials	6.52	4.72
Financial Services	31.25	29.48
Industrials	1.61	8.94
Consumer Defensive	4.79	4.14
Healthcare	4.47	2.43
Utilities	9.37	2.89
Technology	4.27	13.56
Energy	-	6.67
Real Estate	-	3.09

Top Comparisons

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.25%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.91%

Compare Now

ITI Value Fund Regular - Growth

3Y Returns16.93%

VS

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns14.53%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Quant Value Fund Regular - Growth

3Y Returns17.25%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully