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) | ₹37764 Cr | ₹7265 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 | 3.83% | 3.77% |
6 Month | 15.28% | 12.32% |
1 Year | 6.24% | -4.6% |
3 Year | 15.37% | 16.58% |
5 Year | 19.51% | 20.51% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 4.48% | 3.13% |
1 Year | 14.96% | 8.46% |
3 Year | 16.76% | 13.93% |
5 Year | 15.2% | 15.22% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 16.19% | 14.63% |
3 Year | 15.37% | 16.5% |
5 Year | 16.68% | 17.91% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.03% | 12.28% |
Sharp | 0.8% | 0.68% |
Beta | 0.69% | 0.87% |
Alpha | 2.01% | 1.45% |
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 | 19.63 | 11.82 |
Mid Cap | 29.73 | 9.34 |
Large Cap | 43.07 | 66.17 |
Small Cap | 7.58 | 12.67 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 2.82 | 4.84 |
Communication Services | 12.29 | 10.13 |
Consumer Cyclical | 21.29 | 17.26 |
Basic Materials | 10.42 | 4.95 |
Financial Services | 30.7 | 30.17 |
Industrials | 4.39 | 17.99 |
Consumer Defensive | 5.36 | - |
Healthcare | 2.87 | 5.25 |
Utilities | 5.34 | 0 |
Technology | 4.51 | 7.48 |
Energy | - | 1.93 |
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