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) | ₹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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