SBI Focused Equity Fund vs Quant Focused Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 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 Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Month | 2.86% | 3.49% |
6 Month | 2.05% | -2.7% |
1 Year | 8.33% | -4.63% |
3 Year | 19.07% | 19.53% |
5 Year | 21.04% | 24.08% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | 7.09% | 7.6% |
1 Year | 11.2% | 0.93% |
3 Year | 17.2% | 14.28% |
5 Year | 16.02% | 16.71% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 16.38% | 14.3% |
3 Year | 15.32% | 17.06% |
5 Year | 16.61% | 15.84% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.03% | 15.933% |
Sharp | 0.91% | 0.641% |
Beta | 0.71% | 1.052% |
Alpha | 1.58% | 1.751% |
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Fund Managers
Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 16.74 | 18.43 |
Large Cap | 45.61 | 68.17 |
Small Cap | 7.62 | 4.33 |
Mid Cap | 30.03 | 9.06 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 16.74 | 18.43 |
Telecom - Services | 5.49 | - |
Retailing | 1.79 | - |
Banks | 23.11 | - |
Automobiles | 3.24 | - |
Cement & Cement Products | 3.05 | - |
Auto Components | 7.6 | - |
Consumer Durables | 1.14 | - |
Electrical Equipment | 2.1 | - |
Personal Products | 3.76 | - |
Chemicals & Petrochemicals | 5.12 | - |
Pharmaceuticals & Biotechnology | 3.63 | - |
Finance | 9.08 | - |
Food Products | 2.26 | - |
Transport Infrastructure | 2.36 | - |
Textiles & Apparels | 2.4 | - |
Leisure Services | 4.14 | - |
Power | 2.99 | - |
Energy | - | 14.67 |
Healthcare | - | 2.82 |
Industrials | - | 7.74 |
Financial Services | - | 21.53 |
Consumer Defensive | - | 11.06 |
Basic Materials | - | 9.44 |
Consumer Cyclical | - | 3.08 |
Utilities | - | 8.14 |
Technology | - | 3.07 |
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