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	2.07%	3.46%
6 Month	-0.06%	-1.78%
1 Year	9.36%	9.37%
3 Year	13.8%	15.47%
5 Year	20.57%	21.13%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.86%	1.86%
1 Year	3.76%	-0.34%
3 Year	15.99%	16.25%
5 Year	15.77%	16.21%

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	0.39%	0.46%
Beta	0.73%	0.89%
Alpha	-0.42%	-0.05%

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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	23.8	1.63
Small Cap	8.33	1.58
Large Cap	38.05	84.34
Mid Cap	29.82	12.27

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.74	1.63
Communication Services	9.72	-
Consumer Cyclical	19.18	-
Financial Services	31.96	-
Basic Materials	6.93	-
Industrials	5.04	-
Consumer Defensive	6.57	-
Healthcare	7.85	-
Utilities	2.68	-
Technology	4.32	-
Petroleum Products	-	5.47
IT - Software	-	12.04
Construction	-	4.3
Diversified FMCG	-	1.49
Non - Ferrous Metals	-	2.73
Banks	-	21.41
Pharmaceuticals & Biotechnology	-	2.93
Automobiles	-	9.16
Insurance	-	5.08
Agricultural Food & other Products	-	2.47
Realty	-	2.79
Consumer Durables	-	3.87
Finance	-	6.62
Telecom - Services	-	5.53
Cement & Cement Products	-	1.77
Power	-	3.77
Retailing	-	3.9
Beverages	-	2.86