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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) ₹40824 Cr ₹8712 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 3.28% 0.94%
6 Month 10.11% 3.75%
1 Year 14.15% 4.7%
3 Year 17.1% 13.6%
5 Year 17.49% 18.83%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 6.1% 3.11%
1 Year 23.61% 15.92%
3 Year 18.46% 13.58%
5 Year 15.85% 14.13%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 15.84% 10.2%
3 Year 15.42% 14.92%
5 Year 16.84% 16.62%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation 10.68% 12.50%
Sharp 0.95% 0.59%
Beta 0.73% 0.90%
Alpha 3.86% -0.42%

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 14.6 3.68
Large Cap 53.09 62.21
Mid Cap 21.91 18.49
Small Cap 10.4 15.62

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 14.6 3.68
Telecom - Services 4.99 -
Retailing 4.34 11.16
Consumer Durables 3.26 -
Banks 16.68 24.42
Automobiles 2.92 -
Cement & Cement Products 2.57 3.31
Auto Components 6.42 3.86
Electrical Equipment 1.81 3.6
Personal Products 2.94 -
Finance 15.14 7.82
Chemicals & Petrochemicals 3.74 -
Pharmaceuticals & Biotechnology 2.92 5.78
Food Products 2.49 -
Textiles & Apparels 1.92 -
Leisure Services 3.08 5.61
Power 10.18 4.14
Petroleum Products - 5.56
IT - Software - 4.86
Entertainment - 1.28
Beverages - 3.24
Healthcare Services - 2.77
Diversified - 2.56
Transport Services - 2.63
Industrial Manufacturing - 1.82
Capital Markets - 1.9

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