SBI Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7354 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 Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 4.06% | 8.01% |
6 Month | 5.35% | 4.58% |
1 Year | 12.54% | 14.57% |
3 Year | 17.14% | 19.46% |
5 Year | 22.29% | 23.34% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 4.74% | 6.92% |
1 Year | 8.03% | 8.8% |
3 Year | 16.84% | 18.47% |
5 Year | 15.95% | 17.17% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 16.6% | 12.97% |
3 Year | 15.37% | 12.3% |
5 Year | 16.58% | 13.39% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.25% |
Sharp | 0.65% | 0.7% |
Beta | 0.72% | 0.89% |
Alpha | 0.76% | 0.77% |
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Fund Managers
Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 18.92 | 1 |
Large Cap | 44.17 | 83.9 |
Small Cap | 8.17 | 1.59 |
Mid Cap | 28.74 | 12.69 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 18.92 | 1 |
Telecom - Services | 5.14 | 5.22 |
Retailing | 1.98 | 3.85 |
Banks | 21.69 | 21.84 |
Automobiles | 3.19 | 8.85 |
Cement & Cement Products | 3.2 | 1.9 |
Auto Components | 7.34 | - |
Consumer Durables | 1.15 | 4.14 |
Electrical Equipment | 2.37 | - |
Personal Products | 3.67 | - |
Finance | 9.39 | 5.46 |
Chemicals & Petrochemicals | 4.47 | - |
Pharmaceuticals & Biotechnology | 3.77 | 3.01 |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | 1.99 |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | - |
Power | 2.95 | 3.8 |
Petroleum Products | - | 5.48 |
IT - Software | - | 11.91 |
Construction | - | 4.48 |
Non - Ferrous Metals | - | 2.77 |
Insurance | - | 5.32 |
Agricultural Food & other Products | - | 2.42 |
Realty | - | 2.79 |
Beverages | - | 2.95 |
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