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360 ONE Focused Equity Fund Regular vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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