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) | ₹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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