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SBI Focused Equity Fund vs Quant Focused Fund compare
SBI Focused Fund - Regular Plan -Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹38917 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 12% | % |
| Expense Ratio | 1.57 | 2.18 |
| Manager | Pradeep Kesavan | Sanjeev Sharma |
| ISIN Code | INF200K01370 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 3.94% | 3.41% |
| 6 Month | 11.1% | 7.67% |
| 1 Year | 11.68% | -1.76% |
| 3 Year | 16.25% | 14.61% |
| 5 Year | 20.17% | 21.7% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.79% | 0.09% |
| 1 Year | 12.06% | 4.7% |
| 3 Year | 14.94% | 9.52% |
| 5 Year | 14% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 16.06% | 13.74% |
| 3 Year | 15.34% | 17.07% |
| 5 Year | 16.74% | 16.07% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 15.933% |
| Sharp | 0.86% | 0.641% |
| Beta | 0.7% | 1.052% |
| Alpha | 1.7% | 1.751% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sanjeev Sharma |
| Total AUM | ₹434274 Cr | ₹39731 Cr |
| Funds Managed | 43 | 22 |
| SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 20.81 | 30.53 |
| Mid Cap | 29.22 | 0 |
| Large Cap | 42.86 | 62.21 |
| Small Cap | 7.11 | 7.26 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.56 | 26.78 |
| Communication Services | 12.47 | - |
| Consumer Cyclical | 20.32 | 3.7 |
| Basic Materials | 9.75 | - |
| Financial Services | 31.11 | 27.66 |
| Industrials | 4.4 | 8.87 |
| Consumer Defensive | 5.43 | - |
| Healthcare | 2.59 | 6.78 |
| Utilities | 5.59 | 7.95 |
| Technology | 3.78 | 2.34 |
| Energy | - | 9.27 |
| Real Estate | - | 6.67 |
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