SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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SBI Focused Equity Fund - Regular Plan -Growth

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INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Fund	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹34678 Cr	₹3361 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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Month	1.97%	3.26%
6 Month	6.22%	0.88%
1 Year	11.86%	13.18%
3 Year	16.83%	25.77%
5 Year	22.32%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	4.74%	6.08%
1 Year	8.03%	7.71%
3 Year	16.84%	28.5%
5 Year	15.95%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Year	16.6%	20.31%
3 Year	15.37%	21.04%
5 Year	16.58%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.03%	15.823%
Sharp	0.65%	0.731%
Beta	0.72%	0.973%
Alpha	0.76%	5.017%

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Scheme Name	SBI Focused Equity 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 Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	18.92	6.39
Large Cap	44.17	56.74
Small Cap	8.17	14.1
Mid Cap	28.74	22.77

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	18.92	6.39
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	-
Technology	-	13.99
Industrials	-	26.95
Healthcare	-	10.98
Financial Services	-	17.84
Basic Materials	-	3.86
Consumer Cyclical	-	15.09
Consumer Defensive	-	4.89