Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Focused Equity Fund vs DSP Focus Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Fund - Regular Plan -Growth

Invest Now

tortoise-icon DSP Focused Fund - Regular Plan - Growth

Invest Now

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) ₹42773 Cr ₹2707 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 1.96% 1.34%
6 Month 9.68% 3.92%
1 Year 15.82% 7.67%
3 Year 19.16% 20.41%
5 Year 17.04% 15.37%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
6 Month 5.5% 2.06%
1 Year 22.68% 11.25%
3 Year 18.63% 16.11%
5 Year 16.12% 15.44%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
1 Year 15.8% 9.53%
3 Year 15.44% 13.77%
5 Year 16.84% 13.16%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 14.04%
Sharp 1.03% 0.89%
Beta 0.73% 0.94%
Alpha 3.76% 2.58%

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 31.97 18.45
Mid Cap 27.14 12.74
Large Cap 35.96 52.73
Small Cap 4.93 16.08

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

DSP Focused Fund - Regular Plan - Growth

Others 4.43 7.36
Communication Services 13.54 4.32
Consumer Cyclical 16.55 5.64
Basic Materials 9.26 5.49
Financial Services 31.7 40.48
Industrials 1.57 5.69
Consumer Defensive 4.95 2.48
Healthcare 4.23 7.58
Utilities 9.47 1.8
Technology 4.3 11.76
Energy - 3.82
Real Estate - 3.59

Top Comparisons

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns20.11%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.72%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns18.16%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.38%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns7.4%

Compare Now

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns20.22%

VS

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns22.07%

Compare Now
Add to Cart Successfully