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) | ₹38917 Cr | ₹2571 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 | 2.77% | 2.97% |
| 6 Month | 11.17% | 6.72% |
| 1 Year | 12.18% | 4.77% |
| 3 Year | 16.22% | 17.12% |
| 5 Year | 19.67% | 17.83% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.54% | 3.09% |
| 1 Year | 20.22% | 11.71% |
| 3 Year | 17.85% | 16.67% |
| 5 Year | 15.56% | 15.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.06% | 9.86% |
| 3 Year | 15.34% | 13.48% |
| 5 Year | 16.74% | 12.95% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.04% |
| Sharp | 0.86% | 0.81% |
| Beta | 0.7% | 0.92% |
| Alpha | 1.7% | 1.13% |
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 | 15.21 | 0.78 |
| Large Cap | 55.01 | 60.31 |
| Mid Cap | 22.66 | 19.06 |
| Small Cap | 7.12 | 19.85 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.21 | 7.88 |
| Telecom - Services | 4.7 | 3.2 |
| Retailing | 4.46 | - |
| Consumer Durables | 4.35 | 4.56 |
| Banks | 20.42 | 18.66 |
| Automobiles | 3.42 | 1.64 |
| Cement & Cement Products | 2.78 | - |
| Auto Components | 6.88 | 2.53 |
| Electrical Equipment | 1.87 | - |
| Personal Products | 3.27 | - |
| Chemicals & Petrochemicals | 3.77 | - |
| Pharmaceuticals & Biotechnology | 2.59 | 5.88 |
| Finance | 10.69 | 17.02 |
| Food Products | 2.16 | 2 |
| Transport Infrastructure | 2.52 | - |
| Textiles & Apparels | 1.99 | - |
| Leisure Services | 3.33 | 2.22 |
| Power | 5.59 | - |
| IT - Software | - | 9.79 |
| Capital Markets | - | 1.47 |
| Petroleum Products | - | 3.81 |
| Insurance | - | 2.78 |
| Gas | - | 1.9 |
| Industrial Products | - | 6.11 |
| Fertilizers & Agrochemicals | - | 2.78 |
| Realty | - | 3.38 |
| Healthcare Services | - | 2.39 |
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