SBI Focused Equity Fund vs DSP Focus Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹34678 Cr | ₹2393 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 | 2.03 |
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 Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.11% | 5.79% |
6 Month | 4.62% | 4.69% |
1 Year | 12.83% | 15.78% |
3 Year | 17.31% | 21.82% |
5 Year | 22.07% | 23.38% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.21% | 0.86% |
1 Year | 2.37% | -2.39% |
3 Year | 14.84% | 17.16% |
5 Year | 14.73% | 15.89% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.6% | 10.03% |
3 Year | 15.37% | 12.82% |
5 Year | 16.58% | 12.41% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.65% | 0.75% |
Beta | 0.72% | 0.96% |
Alpha | 0.76% | 2.29% |
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Fund Managers
Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 18.92 | - |
Large Cap | 44.17 | - |
Small Cap | 8.17 | - |
Mid Cap | 28.74 | - |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 18.92 | - |
Telecom - Services | 5.14 | - |
Retailing | 1.98 | - |
Banks | 21.69 | - |
Automobiles | 3.19 | - |
Cement & Cement Products | 3.2 | - |
Auto Components | 7.34 | - |
Consumer Durables | 1.15 | - |
Electrical Equipment | 2.37 | - |
Personal Products | 3.67 | - |
Finance | 9.39 | - |
Chemicals & Petrochemicals | 4.47 | - |
Pharmaceuticals & Biotechnology | 3.77 | - |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | - |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | - |
Power | 2.95 | - |
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