SBI Focused Equity Fund vs DSP Focus Fund compare
SBI Focused Fund - Regular Plan -Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
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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