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SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
SBI Focused Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹43173 Cr | ₹4912 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | 12% | 84% |
| Expense Ratio | 1.57 | 1.87 |
| Manager | Pradeep Kesavan | Hiten Jain |
| ISIN Code | INF200K01370 | INF205KA1189 |
| 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 | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | -0.31% | -2.76% |
| 6 Month | 6.58% | -9.14% |
| 1 Year | 15.27% | -2.47% |
| 3 Year | 18.79% | 21.06% |
| 5 Year | 16.17% | 16.37% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.97% | -7.14% |
| 1 Year | 17.11% | -8.75% |
| 3 Year | 16.41% | 12.19% |
| 5 Year | 14.87% | 14.83% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 15.82% | 14.31% |
| 3 Year | 15.47% | 21.77% |
| 5 Year | 16.84% | 20.95% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.15% |
| Sharp | 1.12% | 1% |
| Beta | 0.73% | 1% |
| Alpha | 3.87% | 4.09% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hiten Jain |
| Total AUM | ₹434274 Cr | ₹4078 Cr |
| Funds Managed | 43 | 4 |
| SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 36.93 | 24 |
| Mid Cap | 22.55 | 12.38 |
| Large Cap | 35.69 | 53.05 |
| Small Cap | 4.83 | 10.57 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 7.42 | 9.84 |
| Communication Services | 13.57 | - |
| Consumer Cyclical | 16.74 | 13.74 |
| Basic Materials | 6.52 | - |
| Financial Services | 31.25 | 26.35 |
| Industrials | 1.61 | 27.43 |
| Consumer Defensive | 4.79 | 3.35 |
| Healthcare | 4.47 | 5.13 |
| Utilities | 9.37 | - |
| Technology | 4.27 | 11.75 |
| Real Estate | - | 2.42 |
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