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) | ₹37936 Cr | ₹2720 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 | -1.31% | 1.87% |
6 Month | 8.54% | 13.83% |
1 Year | 7.83% | 7.63% |
3 Year | 14.52% | 17.22% |
5 Year | 19.11% | - |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.33% | 5.53% |
1 Year | 8.38% | 9.95% |
3 Year | 15.3% | 17.76% |
5 Year | 14.58% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.19% | 13.54% |
3 Year | 15.37% | 17.86% |
5 Year | 16.68% | - |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.35% |
Sharp | 0.92% | 0.93% |
Beta | 0.69% | 0.88% |
Alpha | 1.81% | 2.62% |
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 | 21.43 | 11.8 |
Mid Cap | 30.8 | 15.13 |
Large Cap | 40.48 | 71.33 |
Small Cap | 7.3 | 1.74 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.91 | 5.74 |
Communication Services | 11.51 | 3.8 |
Consumer Cyclical | 20.85 | 17.85 |
Basic Materials | 10.48 | 4.48 |
Financial Services | 31.27 | 26.51 |
Industrials | 4.92 | 12.51 |
Consumer Defensive | 5.55 | 5.16 |
Healthcare | 3.08 | 13.64 |
Utilities | 2.42 | - |
Technology | 4 | 5.57 |
Energy | - | 4.75 |
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