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)	₹40824 Cr	₹8062 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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	3.28%	2.12%
6 Month	10.11%	6.38%
1 Year	14.15%	6.18%
3 Year	17.1%	15.73%
5 Year	17.49%	16.66%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	6.1%	5.54%
1 Year	23.61%	19.55%
3 Year	18.46%	16.4%
5 Year	15.85%	15.3%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	15.84%	12.33%
3 Year	15.42%	12.7%
5 Year	16.84%	13.94%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	10.68%	12.26%
Sharp	0.95%	0.72%
Beta	0.73%	0.91%
Alpha	3.86%	0.98%

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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	14.6	2.57
Large Cap	53.09	82.97
Mid Cap	21.91	11.68
Small Cap	10.4	2.05

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	14.6	2.57
Telecom - Services	4.99	4.4
Retailing	4.34	6.07
Consumer Durables	3.26	6.06
Banks	16.68	20.5
Automobiles	2.92	5.64
Cement & Cement Products	2.57	1.91
Auto Components	6.42	-
Electrical Equipment	1.81	-
Personal Products	2.94	-
Finance	15.14	5.83
Chemicals & Petrochemicals	3.74	-
Pharmaceuticals & Biotechnology	2.92	2.43
Food Products	2.49	-
Textiles & Apparels	1.92	-
Leisure Services	3.08	-
Power	10.18	3.01
Petroleum Products	-	6.1
IT - Software	-	13.41
Construction	-	4.34
Non - Ferrous Metals	-	3.31
Insurance	-	3.48
Agricultural Food & other Products	-	1.82
Realty	-	2.85
Transport Infrastructure	-	2.92
Beverages	-	2.62