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) | ₹37764 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 | 3.36% | 0.79% |
6 Month | 15.9% | 12.05% |
1 Year | 5.55% | -11.52% |
3 Year | 14.83% | 12.07% |
5 Year | 19.27% | 20.71% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | 4.48% | 1.13% |
1 Year | 14.96% | 2.66% |
3 Year | 16.76% | 10.81% |
5 Year | 15.2% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 16.19% | 13.99% |
3 Year | 15.37% | 17.21% |
5 Year | 16.68% | 15.96% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.03% | 15.933% |
Sharp | 0.8% | 0.641% |
Beta | 0.69% | 1.052% |
Alpha | 2.01% | 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 | 21.43 | 30.62 |
Mid Cap | 30.8 | 2.14 |
Large Cap | 40.48 | 57.46 |
Small Cap | 7.3 | 9.78 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 5.91 | 25.21 |
Communication Services | 11.51 | - |
Consumer Cyclical | 20.85 | 3.27 |
Basic Materials | 10.48 | 0 |
Financial Services | 31.27 | 26.42 |
Industrials | 4.92 | 8.44 |
Consumer Defensive | 5.55 | 0 |
Healthcare | 3.08 | 10.01 |
Utilities | 2.42 | 9.63 |
Technology | 4 | 2.78 |
Energy | - | 7.22 |
Real Estate | - | 7.03 |
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