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) | ₹42773 Cr | ₹2890 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 | 1.01% | -1.99% |
| 6 Month | 8.44% | 3% |
| 1 Year | 10.59% | 2.22% |
| 3 Year | 17.76% | 16.54% |
| 5 Year | 16.8% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.85% | 1.4% |
| 1 Year | 23.35% | 14.14% |
| 3 Year | 18.22% | 15.95% |
| 5 Year | 15.73% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.84% | 13.05% |
| 3 Year | 15.42% | 17.75% |
| 5 Year | 16.84% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 12.17% |
| Sharp | 1.03% | 0.81% |
| Beta | 0.73% | 0.89% |
| Alpha | 3.76% | 2.12% |
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 | 31.97 | 12.09 |
| Mid Cap | 27.14 | 14.4 |
| Large Cap | 35.96 | 71.59 |
| Small Cap | 4.93 | 1.91 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.43 | 5.19 |
| Communication Services | 13.54 | 5.67 |
| Consumer Cyclical | 16.55 | 17.26 |
| Basic Materials | 9.26 | 2.45 |
| Financial Services | 31.7 | 30.18 |
| Industrials | 1.57 | 12.63 |
| Consumer Defensive | 4.95 | 2.52 |
| Healthcare | 4.23 | 12.06 |
| Utilities | 9.47 | - |
| Technology | 4.3 | 4.54 |
| Energy | - | 5.59 |
| Real Estate | - | 1.91 |
Top Comparisons
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.05%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.14%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.98%
PGIM India Liquid Fund - Growth
3Y Returns6.95%
Canara Robeco Manufacturing Fund - Regular (G)
3Y Returns0%
Quant Manufacturing Fund Regular - Growth
3Y Returns0%
Bandhan Small Cap Fund Regular Growth
3Y Returns28.53%
Nippon India Small Cap Fund Regular Growth
3Y Returns20.03%