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SBI Focused Equity Fund vs Quant Focused Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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