SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
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) | ₹37936 Cr | ₹8599 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 | -1.31% | -0.98% |
| 6 Month | 8.54% | 12.91% |
| 1 Year | 7.83% | 1.39% |
| 3 Year | 14.52% | 13.74% |
| 5 Year | 19.11% | 21.9% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 6 Month | 3.33% | 3.15% |
| 1 Year | 8.38% | 6.43% |
| 3 Year | 15.3% | 13.34% |
| 5 Year | 14.58% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| 1 Year | 16.19% | 10.41% |
| 3 Year | 15.37% | 15.09% |
| 5 Year | 16.68% | 16.39% |
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 | 0.92% | 0.75% |
| Beta | 0.69% | 0.9% |
| Alpha | 1.81% | -0.75% |
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 | 21.43 | 3.36 |
| Mid Cap | 30.8 | 22.51 |
| Large Cap | 40.48 | 60.49 |
| Small Cap | 7.3 | 13.64 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Nippon India Focused Fund - Growth Plan -Growth Option |
|---|---|---|
| Others | 5.91 | 3.36 |
| Communication Services | 11.51 | 1.07 |
| Consumer Cyclical | 20.85 | 22.6 |
| Basic Materials | 10.48 | 3.19 |
| Financial Services | 31.27 | 32.14 |
| Industrials | 4.92 | 11.47 |
| Consumer Defensive | 5.55 | 1.73 |
| Healthcare | 3.08 | 11.11 |
| Utilities | 2.42 | 3.77 |
| Technology | 4 | 3.96 |
| Energy | - | 5.59 |
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