SBI Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| 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% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
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 | 14.6 | 2.57 |
| Large Cap | 53.09 | 82.97 |
| Mid Cap | 21.91 | 11.68 |
| Small Cap | 10.4 | 2.05 |
Sector Allocation
| 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 |
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