SBI Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹38917 Cr | ₹2749 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | 12% | 37% |
| Expense Ratio | 1.57 | 1.96 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01370 | INF760K01JT0 |
| 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 | Canara Robeco 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 | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.94% | 2.9% |
| 6 Month | 11.1% | 10.4% |
| 1 Year | 11.68% | 7.8% |
| 3 Year | 16.25% | 17.2% |
| 5 Year | 20.17% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 0.59% |
| 1 Year | 12.06% | 9.56% |
| 3 Year | 14.94% | 15.52% |
| 5 Year | 14% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.06% | 13.05% |
| 3 Year | 15.34% | 17.75% |
| 5 Year | 16.74% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.69% | 12.16% |
| Sharp | 0.86% | 0.84% |
| Beta | 0.72% | 0.88% |
| Alpha | 2.43% | 1.85% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.81 | 13.29 |
| Mid Cap | 29.22 | 14.21 |
| Large Cap | 42.86 | 70.96 |
| Small Cap | 7.11 | 1.54 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.56 | 5.41 |
| Communication Services | 12.47 | 4.91 |
| Consumer Cyclical | 20.32 | 17.58 |
| Basic Materials | 9.75 | 4.25 |
| Financial Services | 31.11 | 27.4 |
| Industrials | 4.4 | 13.33 |
| Consumer Defensive | 5.43 | 4.82 |
| Healthcare | 2.59 | 13.06 |
| Utilities | 5.59 | - |
| Technology | 3.78 | 4.62 |
| Energy | - | 4.61 |
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