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

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SBI Focused Equity 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 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

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%

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%

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%

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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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

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

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