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	2.86%	2.2%
6 Month	2.05%	-5.46%
1 Year	8.33%	10.41%
3 Year	19.07%	27.29%
5 Year	21.04%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	7.09%	7.74%
1 Year	11.2%	6.97%
3 Year	17.2%	26.99%
5 Year	16.02%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Year	16.38%	18.19%
3 Year	15.32%	20.8%
5 Year	16.61%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.03%	15.823%
Sharp	0.91%	0.731%
Beta	0.71%	0.973%
Alpha	1.58%	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	16.74	6.39
Large Cap	45.61	56.74
Small Cap	7.62	14.1
Mid Cap	30.03	22.77

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	16.74	6.39
Telecom - Services	5.49	-
Retailing	1.79	-
Banks	23.11	-
Automobiles	3.24	-
Cement & Cement Products	3.05	-
Auto Components	7.6	-
Consumer Durables	1.14	-
Electrical Equipment	2.1	-
Personal Products	3.76	-
Chemicals & Petrochemicals	5.12	-
Pharmaceuticals & Biotechnology	3.63	-
Finance	9.08	-
Food Products	2.26	-
Transport Infrastructure	2.36	-
Textiles & Apparels	2.4	-
Leisure Services	4.14	-
Power	2.99	-
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