SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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SBI Focused 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 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)	₹38610 Cr	₹4153 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 Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Month	-2.67%	-1.04%
6 Month	8.49%	10.76%
1 Year	4.9%	6.08%
3 Year	16.06%	24.95%
5 Year	19.74%	-

Scheme Name	SBI Focused Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	5.08%	6.88%
1 Year	11.38%	9.03%
3 Year	16.9%	26.95%
5 Year	15.76%	-

Scheme Name	SBI Focused 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 Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.03%	15.05%
Sharp	1.21%	1.34%
Beta	0.7%	0.95%
Alpha	2.45%	6.66%

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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

Scheme Name	SBI Focused Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	21.8	3.39
Mid Cap	31.5	21.85
Large Cap	39.1	61.04
Small Cap	7.6	13.72

Scheme Name	SBI Focused Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	6.48	3.39
Communication Services	11.01	-
Consumer Cyclical	21.37	13.39
Basic Materials	11.2	4.16
Financial Services	29.69	21.27
Industrials	4.67	31.36
Consumer Defensive	5.49	3.44
Healthcare	3.12	9.07
Utilities	2.66	-
Technology	4.31	13.92