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SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon SBI Focused 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 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) ₹37764 Cr ₹7265 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 4.27% 0.71%
6 Month 15.02% 16.1%
1 Year 5.71% -0.66%
3 Year 14.93% 23.27%
5 Year 19.42% -

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month 4.48% 3.43%
1 Year 14.96% 9.94%
3 Year 16.76% 24.56%
5 Year 15.2% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Year 16.19% 16.72%
3 Year 15.37% 21.22%
5 Year 16.68% -

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 12.03% 14.98%
Sharp 0.8% 1.00%
Beta 0.69% 0.99%
Alpha 2.01% 7.17%

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 21.43 2.78
Mid Cap 30.8 24.24
Large Cap 40.48 60.09
Small Cap 7.3 12.89

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 5.91 2.78
Communication Services 11.51 -
Consumer Cyclical 20.85 14.11
Basic Materials 10.48 3.18
Financial Services 31.27 21.5
Industrials 4.92 30.66
Consumer Defensive 5.55 3.89
Healthcare 3.08 10.34
Utilities 2.42 -
Technology 4 13.54

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