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) | ₹42773 Cr | ₹7364 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 | 1.03% | 0.84% |
| 6 Month | 8.01% | 1.11% |
| 1 Year | 16.48% | 5.89% |
| 3 Year | 19.36% | 16.69% |
| 5 Year | 16.61% | 15.7% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 6.01% | 2.85% |
| 1 Year | 23.08% | 11.7% |
| 3 Year | 18.29% | 11.79% |
| 5 Year | 15.8% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.82% | 13.26% |
| 3 Year | 15.46% | 16.33% |
| 5 Year | 16.85% | 18.11% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.65% |
| Sharp | 1.03% | 0.76% |
| Beta | 0.73% | 0.87% |
| Alpha | 3.76% | 0.45% |
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 | 16.69 | 2.31 |
| Large Cap | 55.4 | 76.54 |
| Mid Cap | 22.98 | 10.54 |
| Small Cap | 4.93 | 10.6 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 16.69 | 2.31 |
| Telecom - Services | 4.84 | 11.69 |
| Retailing | 5.11 | 2.57 |
| Consumer Durables | 3.56 | 3.18 |
| Banks | 16.33 | 21.18 |
| Automobiles | 2.8 | 2.28 |
| Cement & Cement Products | 2.28 | - |
| Auto Components | 6.3 | 3.49 |
| Electrical Equipment | 1.57 | 9.71 |
| Personal Products | 2.68 | - |
| Finance | 15.37 | 15.03 |
| Chemicals & Petrochemicals | 3.41 | - |
| Pharmaceuticals & Biotechnology | 2.68 | 2.14 |
| Food Products | 2.26 | - |
| Textiles & Apparels | 1.7 | - |
| Leisure Services | 2.95 | 2.34 |
| Power | 9.47 | - |
| IT - Software | - | 3.61 |
| Construction | - | 5.86 |
| Oil | - | 2 |
| Diversified Metals | - | 2.76 |
| Fertilizers & Agrochemicals | - | 1.07 |
| Commercial Services & Supplies | - | 1.33 |
| Industrial Products | - | 3.58 |
| Transport Services | - | 3.86 |
Top Comparisons
Kotak Large & Midcap Fund - Growth
3Y Returns19.93%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.38%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.69%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns12.21%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.79%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.3%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns18.57%
Invesco India Midcap Fund - Growth Option
3Y Returns27.37%