Aditya Birla Sun Life Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7354 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 12% | 45% |
Expense Ratio | 1.57 | 1.82 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01370 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 5.92% | 2.19% |
6 Month | -1.69% | -4.89% |
1 Year | 13.39% | 11.03% |
3 Year | 12.16% | 14.2% |
5 Year | 21% | 22.42% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 1.89% | 0.22% |
1 Year | 3.62% | -2.01% |
3 Year | 15.8% | 15.25% |
5 Year | 15.69% | 15.66% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 16.6% | 12.97% |
3 Year | 15.37% | 12.3% |
5 Year | 16.58% | 13.39% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.25% |
Sharp | 0.39% | 0.46% |
Beta | 0.73% | 0.89% |
Alpha | -0.42% | -0.05% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 |
SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 23.8 | 1.63 |
Small Cap | 8.33 | 1.58 |
Large Cap | 38.05 | 84.34 |
Mid Cap | 29.82 | 12.27 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 5.74 | 1.63 |
Communication Services | 9.72 | - |
Consumer Cyclical | 19.18 | - |
Financial Services | 31.96 | - |
Basic Materials | 6.93 | - |
Industrials | 5.04 | - |
Consumer Defensive | 6.57 | - |
Healthcare | 7.85 | - |
Utilities | 2.68 | - |
Technology | 4.32 | - |
Petroleum Products | - | 5.47 |
IT - Software | - | 12.04 |
Construction | - | 4.3 |
Diversified FMCG | - | 1.49 |
Non - Ferrous Metals | - | 2.73 |
Banks | - | 21.41 |
Pharmaceuticals & Biotechnology | - | 2.93 |
Automobiles | - | 9.16 |
Insurance | - | 5.08 |
Agricultural Food & other Products | - | 2.47 |
Realty | - | 2.79 |
Consumer Durables | - | 3.87 |
Finance | - | 6.62 |
Telecom - Services | - | 5.53 |
Cement & Cement Products | - | 1.77 |
Power | - | 3.77 |
Retailing | - | 3.9 |
Beverages | - | 2.86 |
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