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) | ₹42773 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 | 0.88% | -2% |
| 6 Month | 8.96% | 0.45% |
| 1 Year | 12.62% | -0.73% |
| 3 Year | 17.62% | 13.05% |
| 5 Year | 16.65% | 17.21% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 5.85% | 1.19% |
| 1 Year | 23.35% | 9.37% |
| 3 Year | 18.22% | 10.02% |
| 5 Year | 15.73% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 15.8% | 13.58% |
| 3 Year | 15.44% | 16.82% |
| 5 Year | 16.84% | 16.21% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 15.933% |
| Sharp | 1.03% | 0.641% |
| Beta | 0.73% | 1.052% |
| Alpha | 3.76% | 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 | 31.97 | 30.7 |
| Mid Cap | 27.14 | - |
| Large Cap | 35.96 | 61.68 |
| Small Cap | 4.93 | 7.62 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 4.43 | 30.7 |
| Communication Services | 13.54 | - |
| Consumer Cyclical | 16.55 | 3.99 |
| Basic Materials | 9.26 | - |
| Financial Services | 31.7 | 20.61 |
| Industrials | 1.57 | 7.14 |
| Consumer Defensive | 4.95 | - |
| Healthcare | 4.23 | 3.59 |
| Utilities | 9.47 | 15.34 |
| Technology | 4.3 | 2.93 |
| Real Estate | - | 6.99 |
| Energy | - | 8.71 |
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