SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Nippon India Focused Fund - Growth Plan -Growth Option

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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	Nippon India Focused Fund - Growth Plan -Growth Option
Fund	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹38917 Cr	₹8420 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 2004	26 Dec 2006
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	BSE 500
Turn Over	12%	59%
Expense Ratio	1.57	1.84
Manager	Pradeep Kesavan	Vinay Sharma
ISIN Code	INF200K01370	INF204K01GE7
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	Nippon India Focused Equity 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	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	1.63%	-0.17%
6 Month	10.62%	7.92%
1 Year	8.75%	1.75%
3 Year	16.77%	15.18%
5 Year	20.3%	22.53%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	2.77%	1.34%
1 Year	14.74%	12.04%
3 Year	16.19%	13.36%
5 Year	14.66%	14.42%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
1 Year	16.06%	10.22%
3 Year	15.34%	14.95%
5 Year	16.74%	16.49%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	12.03%	12.79%
Sharp	0.86%	0.69%
Beta	0.7%	0.91%
Alpha	1.7%	-0.87%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Name	Pradeep Kesavan	Vinay Sharma
Total AUM	₹434274 Cr	₹14183 Cr
Funds Managed	43	3
	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Others	20.81	4.89
Mid Cap	29.22	20.85
Large Cap	42.86	61.37
Small Cap	7.11	12.89

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Others	4.56	4.89
Communication Services	12.47	1.17
Consumer Cyclical	20.32	19.03
Basic Materials	9.75	3.25
Financial Services	31.11	33.01
Industrials	4.4	10.88
Consumer Defensive	5.43	3.08
Healthcare	2.59	10.35
Utilities	5.59	3.9
Technology	3.78	4.86
Energy	-	5.58