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) | ₹43173 Cr | ₹2687 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 | -3.63% | -4.91% |
| 6 Month | 3.86% | -2.84% |
| 1 Year | 13.56% | 6.51% |
| 3 Year | 17.83% | 18.05% |
| 5 Year | 15.63% | 12.98% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.21% | -2.49% |
| 1 Year | 14.54% | -0.29% |
| 3 Year | 16.04% | 11.63% |
| 5 Year | 14.8% | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.82% | 9.41% |
| 3 Year | 15.47% | 13.9% |
| 5 Year | 16.84% | 13.21% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.49% | 13.03% |
| Sharp | 1.05% | 0.94% |
| Beta | 0.73% | 0.92% |
| Alpha | 4.02% | 3.41% |
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 | 36.93 | 19.2 |
| Mid Cap | 22.55 | 12.86 |
| Large Cap | 35.69 | 54.25 |
| Small Cap | 4.83 | 13.7 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.42 | 6.72 |
| Communication Services | 13.57 | 4.36 |
| Consumer Cyclical | 16.74 | 5.67 |
| Basic Materials | 6.52 | 5.49 |
| Financial Services | 31.25 | 41.96 |
| Industrials | 1.61 | 5.63 |
| Consumer Defensive | 4.79 | 2.21 |
| Healthcare | 4.47 | 7.47 |
| Utilities | 9.37 | 1.78 |
| Technology | 4.27 | 11.34 |
| Energy | - | 3.53 |
| Real Estate | - | 3.86 |
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