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SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹37122 Cr ₹8553 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

Trailing Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Month 3.22% 2.52%
6 Month 6.71% 6.1%
1 Year 8.07% 2.57%
3 Year 19.37% 18.97%
5 Year 20.6% 24.36%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 9.63% 11.65%
1 Year 17.48% 15.33%
3 Year 19.1% 17.89%
5 Year 17.11% 18.29%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 16.38% 10.67%
3 Year 15.32% 14.89%
5 Year 16.61% 16.24%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 12.03% 12.79%
Sharp 0.91% 0.78%
Beta 0.71% 0.91%
Alpha 1.58% -0.4%

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Fund Managers

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

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 17.24 7.7
Large Cap 45.43 54.06
Small Cap 7.82 15.65
Mid Cap 29.51 22.59

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 17.24 7.7
Telecom - Services 5.29 -
Retailing 1.78 8.02
Banks 22.38 21.55
Automobiles 3.02 5.75
Cement & Cement Products 2.95 2.97
Auto Components 8.24 4.37
Consumer Durables 1.18 -
Electrical Equipment 2.1 3.28
Personal Products 3.48 -
Chemicals & Petrochemicals 5.64 -
Pharmaceuticals & Biotechnology 3.38 5.47
Finance 9.61 6.65
Food Products 2.34 -
Transport Infrastructure 2.7 -
Textiles & Apparels 2.37 -
Leisure Services 3.71 6.36
Power 2.59 -
Petroleum Products - 5.75
IT - Software - 4.12
IT - Services - 1.55
Entertainment - 1.06
Healthcare Services - 2.42
Diversified - 3.26
Transport Services - 3.31
Industrial Manufacturing - 1.98
Capital Markets - 2.33
Insurance - 2.1

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