- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹40824 Cr | ₹7448 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 | 2.82% | -0.36% |
| 6 Month | 10.72% | -0.89% |
| 1 Year | 15.55% | -1.31% |
| 3 Year | 16.99% | 21.43% |
| 5 Year | 17.74% | 20.64% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 6.62% | -0.95% |
| 1 Year | 24.24% | 4.91% |
| 3 Year | 18.81% | 19.8% |
| 5 Year | 16.23% | 18.94% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 15.84% | 14.97% |
| 3 Year | 15.4% | 22.02% |
| 5 Year | 16.82% | 22.61% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.74% |
| Sharp | 0.94% | 1.01% |
| Beta | 0.72% | 0.98% |
| Alpha | 2.32% | 5.66% |
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 | 29.25 | 9.95 |
| Mid Cap | 28.21 | 17.47 |
| Large Cap | 36.62 | 58.49 |
| Small Cap | 5.92 | 14.1 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.34 | 6.14 |
| Communication Services | 12.93 | - |
| Consumer Cyclical | 17.84 | 14.14 |
| Basic Materials | 9.56 | 2.99 |
| Financial Services | 31.82 | 23.44 |
| Industrials | 1.81 | 30.25 |
| Consumer Defensive | 5.44 | 3.55 |
| Healthcare | 3.17 | 9.73 |
| Utilities | 10.18 | - |
| Technology | 3.91 | 9.76 |
Top Comparisons
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.01%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.16%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns6.9%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns6.91%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.47%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.54%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.49%
