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SBI Focused Equity Fund vs DSP Focus Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon DSP Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
Fund SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹40824 Cr ₹2638 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 2004 10 Jun 2010
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 31%
Expense Ratio 1.57 2.04
Manager Pradeep Kesavan Vinit Sambre
ISIN Code INF200K01370 INF740K01532
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 DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
1 Month 1.97% 1.86%
6 Month 9.53% 3.22%
1 Year 15.71% 8.18%
3 Year 17.08% 18.51%
5 Year 18.08% 16.59%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
6 Month 5.48% 2.57%
1 Year 21.11% 12.35%
3 Year 18.08% 16.63%
5 Year 15.7% 15.44%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
1 Year 15.88% 9.75%
3 Year 15.39% 13.67%
5 Year 16.81% 13.07%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 14.04%
Sharp 0.94% 0.82%
Beta 0.72% 0.92%
Alpha 2.32% 1.15%

Fund Managers

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
Name Pradeep Kesavan Vinit Sambre
Total AUM ₹434274 Cr ₹31142 Cr
Funds Managed 43 3
SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

DSP Focused Fund - Regular Plan - Growth

Others 29.25 18.71
Mid Cap 28.21 12.14
Large Cap 36.62 52.43
Small Cap 5.92 16.72

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

DSP Focused Fund - Regular Plan - Growth

Others 3.34 7.61
Communication Services 12.93 4.01
Consumer Cyclical 17.84 5.95
Basic Materials 9.56 5.16
Financial Services 31.82 40.34
Industrials 1.81 6.39
Consumer Defensive 5.44 2.07
Healthcare 3.17 7.7
Utilities 10.18 1.92
Technology 3.91 11.39
Energy - 3.9
Real Estate - 3.57

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