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SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
SBI Focused Equity Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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 | 2.07% | 2.66% |
| 6 Month | -0.06% | -4.34% |
| 1 Year | 9.36% | 9.85% |
| 3 Year | 13.8% | 21.59% |
| 5 Year | 20.57% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.86% | -0.05% |
| 1 Year | 3.76% | -2.08% |
| 3 Year | 15.99% | 25.76% |
| 5 Year | 15.77% | - |
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 | 0.39% | 0.731% |
| Beta | 0.73% | 0.973% |
| Alpha | -0.42% | 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 | 23.8 | 6.39 |
| Small Cap | 8.33 | 14.1 |
| Large Cap | 38.05 | 56.74 |
| Mid Cap | 29.82 | 22.77 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 5.74 | 6.39 |
| Communication Services | 9.72 | - |
| Consumer Cyclical | 19.18 | 15.09 |
| Financial Services | 31.96 | 17.84 |
| Basic Materials | 6.93 | 3.86 |
| Industrials | 5.04 | 26.95 |
| Consumer Defensive | 6.57 | 4.89 |
| Healthcare | 7.85 | 10.98 |
| Utilities | 2.68 | - |
| Technology | 4.32 | 13.99 |
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