SBI Focused Equity Fund vs BANDHAN Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Fund | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹1974 Cr | ₹38917 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 08 Oct 2004 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 500 TRI |
Turn Over | 87% | 12% |
Expense Ratio | 2.09 | 1.57 |
Manager | Ritika Behera | Pradeep Kesavan |
ISIN Code | INF194K01466 | INF200K01370 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Month | 0.48% | 1.63% |
6 Month | 9.55% | 10.62% |
1 Year | 0.81% | 8.75% |
3 Year | 19.17% | 16.77% |
5 Year | 17.28% | 20.3% |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.87% | 4.54% |
1 Year | 9.89% | 18.34% |
3 Year | 17.84% | 17.48% |
5 Year | 16.23% | 15.47% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
1 Year | 11.59% | 16.06% |
3 Year | 12.35% | 15.34% |
5 Year | 9.88% | 16.74% |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 13.89% | 12.03% |
Sharp | 0.79% | 0.86% |
Beta | 0.90% | 0.7% |
Alpha | 2.50% | 1.7% |
Fund Managers
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Name | Ritika Behera | Pradeep Kesavan |
Total AUM | ₹43013 Cr | ₹434274 Cr |
Funds Managed | 19 | 43 |
Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 2.27 | 20.81 |
Large Cap | 50.93 | 42.86 |
Small Cap | 31.5 | 7.11 |
Mid Cap | 15.29 | 29.22 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
---|---|---|
Others | 2.27 | 4.56 |
Energy | 2.47 | - |
Technology | 9.62 | 3.78 |
Industrials | 3.54 | 4.4 |
Financial Services | 35.83 | 31.11 |
Consumer Cyclical | 4.57 | 20.32 |
Consumer Defensive | 12.97 | 5.43 |
Communication Services | 2.19 | 12.47 |
Healthcare | 13.79 | 2.59 |
Basic Materials | 3.26 | 9.75 |
Utilities | 2.15 | 5.59 |
Real Estate | 7.35 | - |
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