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 | 1.76% | -1.04% |
| 6 Month | 10.79% | 3.37% |
| 1 Year | 14.74% | 2.45% |
| 3 Year | 18.18% | 14.95% |
| 5 Year | 16.97% | 16.31% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 5.5% | -0.37% |
| 1 Year | 22.68% | 5.62% |
| 3 Year | 18.63% | 10.99% |
| 5 Year | 16.12% | 13.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.8% | 13.35% |
| 3 Year | 15.44% | 16.35% |
| 5 Year | 16.84% | 18.13% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.00% |
| Sharp | 1.03% | 0.69% |
| Beta | 0.73% | 0.87% |
| Alpha | 3.76% | 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 | 31.97 | 14.01 |
| Mid Cap | 27.14 | 9.3 |
| Large Cap | 35.96 | 68.08 |
| Small Cap | 4.93 | 8.61 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 4.43 | 2.31 |
| Communication Services | 13.54 | 11.69 |
| Consumer Cyclical | 16.55 | 13.86 |
| Basic Materials | 9.26 | 3.83 |
| Financial Services | 31.7 | 36.2 |
| Industrials | 1.57 | 21.23 |
| Consumer Defensive | 4.95 | - |
| Healthcare | 4.23 | 2.14 |
| Utilities | 9.47 | - |
| Technology | 4.3 | 6.74 |
| Energy | - | 2 |
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