SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7875 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 | 1.86 |
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Month | 1.95% | 3.75% |
6 Month | 3.84% | 4.15% |
1 Year | 10.98% | 8.77% |
3 Year | 16.52% | 17.63% |
5 Year | 22.18% | 27.53% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | 4.74% | 8.27% |
1 Year | 8.03% | 8.66% |
3 Year | 16.84% | 16.58% |
5 Year | 15.95% | 17.88% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.6% | 11.09% |
3 Year | 15.37% | 15.06% |
5 Year | 16.58% | 16.01% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.79% |
Sharp | 0.65% | 0.56% |
Beta | 0.72% | 0.91% |
Alpha | 0.76% | -0.85% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Name | Pradeep Kesavan | Vinay Sharma |
Total AUM | ₹434274 Cr | ₹14183 Cr |
Funds Managed | 43 | 3 |
SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 18.92 | 5.32 |
Large Cap | 44.17 | 54.84 |
Small Cap | 8.17 | 16.3 |
Mid Cap | 28.74 | 23.54 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 18.92 | 5.32 |
Telecom - Services | 5.14 | - |
Retailing | 1.98 | 8.06 |
Banks | 21.69 | 21.71 |
Automobiles | 3.19 | 4.99 |
Cement & Cement Products | 3.2 | 3.29 |
Auto Components | 7.34 | 4.83 |
Consumer Durables | 1.15 | - |
Electrical Equipment | 2.37 | 2.95 |
Personal Products | 3.67 | - |
Finance | 9.39 | 9.61 |
Chemicals & Petrochemicals | 4.47 | - |
Pharmaceuticals & Biotechnology | 3.77 | 4.89 |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | - |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | 5.63 |
Power | 2.95 | - |
Petroleum Products | - | 5.42 |
IT - Software | - | 4.17 |
IT - Services | - | 1.92 |
Entertainment | - | 1.06 |
Healthcare Services | - | 2.4 |
Diversified | - | 3.48 |
Transport Services | - | 3.53 |
Industrial Manufacturing | - | 2.13 |
Capital Markets | - | 1.92 |
Insurance | - | 2.69 |
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