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 | -0.22% | -2.01% |
| 6 Month | 7.57% | -1.37% |
| 1 Year | 19.26% | 7.9% |
| 3 Year | 18.94% | 15.15% |
| 5 Year | 16.23% | 14.31% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.76% | -0.17% |
| 1 Year | 19.65% | 4.46% |
| 3 Year | 17.13% | 9.41% |
| 5 Year | 15.12% | 12.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.81% | 13.19% |
| 3 Year | 15.46% | 16.32% |
| 5 Year | 16.84% | 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 | 1.12% | 0.84% |
| Beta | 0.73% | 0.87% |
| Alpha | 3.87% | 0.44% |
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 | 2.31 |
| Mid Cap | 27.14 | 10.54 |
| Large Cap | 35.96 | 76.54 |
| Small Cap | 4.93 | 10.6 |
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 | - |
| Consumer Cyclical | 16.55 | - |
| Basic Materials | 9.26 | - |
| Financial Services | 31.7 | - |
| Industrials | 1.57 | - |
| Consumer Defensive | 4.95 | - |
| Healthcare | 4.23 | - |
| Utilities | 9.47 | - |
| Technology | 4.3 | - |
| Telecom - Services | - | 11.69 |
| IT - Software | - | 3.61 |
| Construction | - | 5.86 |
| Finance | - | 15.03 |
| Banks | - | 21.18 |
| Leisure Services | - | 2.34 |
| Electrical Equipment | - | 9.71 |
| Auto Components | - | 3.49 |
| Oil | - | 2 |
| Automobiles | - | 2.28 |
| Diversified Metals | - | 2.76 |
| Fertilizers & Agrochemicals | - | 1.07 |
| Consumer Durables | - | 3.18 |
| Commercial Services & Supplies | - | 1.33 |
| Industrial Products | - | 3.58 |
| Pharmaceuticals & Biotechnology | - | 2.14 |
| Transport Services | - | 3.86 |
| Retailing | - | 2.57 |
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