360 ONE Focused Equity Fund Regular vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹43173 Cr | ₹7229 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 2004 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Turn Over | 12% | % |
| Expense Ratio | 1.57 | 1.78 |
| Manager | Pradeep Kesavan | Mayur Patel |
| ISIN Code | INF200K01370 | INF579M01878 |
| 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 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -2.79% | -4.31% |
| 6 Month | 5.66% | -3.93% |
| 1 Year | 16.55% | 6.69% |
| 3 Year | 18.88% | 14.89% |
| 5 Year | 16.23% | 14.63% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.21% | -4.64% |
| 1 Year | 14.54% | -5.29% |
| 3 Year | 16.04% | 6.65% |
| 5 Year | 14.8% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.82% | 13.09% |
| 3 Year | 15.47% | 16.32% |
| 5 Year | 16.84% | 18.08% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.65% |
| Sharp | 1.12% | 0.84% |
| Beta | 0.73% | 0.87% |
| Alpha | 3.87% | 0.44% |
Fund Managers
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mayur Patel |
| Total AUM | ₹434274 Cr | ₹6984 Cr |
| Funds Managed | 43 | 3 |
| SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 36.93 | 19.3 |
| Mid Cap | 22.55 | 10.52 |
| Large Cap | 35.69 | 62.46 |
| Small Cap | 4.83 | 7.73 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 7.42 | 4.43 |
| Communication Services | 13.57 | 11.55 |
| Consumer Cyclical | 16.74 | 18.48 |
| Basic Materials | 6.52 | 4.5 |
| Financial Services | 31.25 | 31.83 |
| Industrials | 1.61 | 15.87 |
| Consumer Defensive | 4.79 | 1.36 |
| Healthcare | 4.47 | 2.15 |
| Utilities | 9.37 | - |
| Technology | 4.27 | 7.85 |
| Energy | - | 1.99 |
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