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) | ₹2086 Cr | ₹40824 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 | -1.03% | 3.28% |
| 6 Month | 3.16% | 10.11% |
| 1 Year | -2.31% | 14.15% |
| 3 Year | 18% | 17.1% |
| 5 Year | 15.45% | 17.49% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.9% | 6.1% |
| 1 Year | 11.16% | 23.61% |
| 3 Year | 16.45% | 18.46% |
| 5 Year | 15.48% | 15.85% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.33% | 15.84% |
| 3 Year | 12.45% | 15.42% |
| 5 Year | 10.07% | 16.84% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 14.09% | 10.68% |
| Sharp | 0.81% | 0.95% |
| Beta | 0.93% | 0.73% |
| Alpha | 3.40% | 3.86% |
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 | 1.54 | 14.6 |
| Large Cap | 48.19 | 53.09 |
| Small Cap | 33.58 | 10.4 |
| Mid Cap | 16.69 | 21.91 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.54 | 14.6 |
| Energy | 2.54 | - |
| Technology | 9.79 | - |
| Industrials | 3.69 | - |
| Financial Services | 33.59 | - |
| Consumer Cyclical | 4.27 | - |
| Consumer Defensive | 15.22 | - |
| Communication Services | 2.26 | - |
| Healthcare | 14.96 | - |
| Basic Materials | 3.06 | - |
| Utilities | 2.01 | - |
| Real Estate | 7.07 | - |
| Telecom - Services | - | 4.99 |
| Retailing | - | 4.34 |
| Consumer Durables | - | 3.26 |
| Banks | - | 16.68 |
| Automobiles | - | 2.92 |
| Cement & Cement Products | - | 2.57 |
| Auto Components | - | 6.42 |
| Electrical Equipment | - | 1.81 |
| Personal Products | - | 2.94 |
| Finance | - | 15.14 |
| Chemicals & Petrochemicals | - | 3.74 |
| Pharmaceuticals & Biotechnology | - | 2.92 |
| Food Products | - | 2.49 |
| Textiles & Apparels | - | 1.92 |
| Leisure Services | - | 3.08 |
| Power | - | 10.18 |
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