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) | ₹38917 Cr | ₹7280 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 | 2.2% | 0.78% |
| 6 Month | 10.12% | 4.94% |
| 1 Year | 10.37% | 0.79% |
| 3 Year | 16.03% | 15.25% |
| 5 Year | 18.81% | 19% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 5.54% | 3.22% |
| 1 Year | 20.22% | 11.5% |
| 3 Year | 17.85% | 13.23% |
| 5 Year | 15.56% | 14.65% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 16.06% | 14.04% |
| 3 Year | 15.34% | 16.38% |
| 5 Year | 16.74% | 18.1% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.02% |
| Sharp | 0.86% | 0.74% |
| Beta | 0.7% | 0.87% |
| Alpha | 1.7% | 0.72% |
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 | 20.81 | 10.67 |
| Mid Cap | 29.22 | 9.71 |
| Large Cap | 42.86 | 66.9 |
| Small Cap | 7.11 | 12.72 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 4.56 | 2.95 |
| Communication Services | 12.47 | 10.12 |
| Consumer Cyclical | 20.32 | 16.68 |
| Basic Materials | 9.75 | 5.19 |
| Financial Services | 31.11 | 33.31 |
| Industrials | 4.4 | 18.53 |
| Consumer Defensive | 5.43 | - |
| Healthcare | 2.59 | 4.02 |
| Utilities | 5.59 | - |
| Technology | 3.78 | 7.17 |
| Energy | - | 2.02 |
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