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SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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