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) | ₹37764 Cr | ₹2595 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 | 3.83% | 5.02% |
6 Month | 15.28% | 12.95% |
1 Year | 6.24% | -1.38% |
3 Year | 15.37% | 17.7% |
5 Year | 19.51% | 18.46% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.48% | 2.68% |
1 Year | 14.96% | 8.79% |
3 Year | 16.76% | 17.21% |
5 Year | 15.2% | 15.72% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.19% | 10.15% |
3 Year | 15.37% | 13.28% |
5 Year | 16.68% | 12.78% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.8% | 0.74% |
Beta | 0.69% | 0.91% |
Alpha | 2.01% | 1.5% |
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 | 19.63 | 18.51 |
Mid Cap | 29.73 | 12.82 |
Large Cap | 43.07 | 50.83 |
Small Cap | 7.58 | 17.84 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 2.82 | 5.78 |
Communication Services | 12.29 | 3.29 |
Consumer Cyclical | 21.29 | 6.77 |
Basic Materials | 10.42 | 7.42 |
Financial Services | 30.7 | 38.65 |
Industrials | 4.39 | 6.1 |
Consumer Defensive | 5.36 | 2.24 |
Healthcare | 2.87 | 8.62 |
Utilities | 5.34 | 1.91 |
Technology | 4.51 | 12.35 |
Energy | - | 3.54 |
Real Estate | - | 3.34 |
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