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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 | 2.86% | 1.74% |
| 6 Month | 2.05% | -0.53% |
| 1 Year | 8.33% | 8.2% |
| 3 Year | 19.07% | 19.7% |
| 5 Year | 21.04% | 21.67% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 7.09% | 7.31% |
| 1 Year | 11.2% | 7.89% |
| 3 Year | 17.2% | 17.25% |
| 5 Year | 16.02% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.38% | 12.74% |
| 3 Year | 15.32% | 12.42% |
| 5 Year | 16.61% | 13.62% |
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 | 0.91% | 0.83% |
| Beta | 0.71% | 0.9% |
| Alpha | 1.58% | -0.11% |
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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 | 16.74 | 2.82 |
| Large Cap | 45.61 | 82.09 |
| Small Cap | 7.62 | 1.96 |
| Mid Cap | 30.03 | 12.34 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 16.74 | 2.82 |
| Telecom - Services | 5.49 | 4.58 |
| Retailing | 1.79 | 3.81 |
| Banks | 23.11 | 22.48 |
| Automobiles | 3.24 | 7.36 |
| Cement & Cement Products | 3.05 | 1.97 |
| Auto Components | 7.6 | - |
| Consumer Durables | 1.14 | 4.06 |
| Electrical Equipment | 2.1 | - |
| Personal Products | 3.76 | - |
| Chemicals & Petrochemicals | 5.12 | - |
| Pharmaceuticals & Biotechnology | 3.63 | 3.08 |
| Finance | 9.08 | 5.02 |
| Food Products | 2.26 | - |
| Transport Infrastructure | 2.36 | 1.99 |
| Textiles & Apparels | 2.4 | - |
| Leisure Services | 4.14 | - |
| Power | 2.99 | 3.65 |
| Petroleum Products | - | 5.85 |
| IT - Software | - | 11.91 |
| Construction | - | 4.15 |
| Non - Ferrous Metals | - | 2.59 |
| Insurance | - | 5.66 |
| Agricultural Food & other Products | - | 2.38 |
| Realty | - | 2.74 |
| Beverages | - | 3.11 |
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