Aditya Birla Sun Life Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

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

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) ₹35030 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 45%
Expense Ratio 1.57 1.82
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01370 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 3.09% 4.73%
6 Month 17.8% 14.58%
1 Year 27.84% 36.12%
3 Year 12.84% 15.36%
5 Year 19.92% 19.87%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 14.6% 15.15%
3 Year 29.99% 33.2%
5 Year 60.67% 62.4%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 19.8% 19.79%
3 Year 45.89% 47.91%
5 Year 65.97% 69.28%

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 0.74% 0.9%
Beta 0.71% 0.94%
Alpha 0.22% -1.06%

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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
Fund Manage 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 26.1 3.32
Mid Cap 35.83 11.95
Large Cap 36.81 82.9
Small Cap 1.26 1.84

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Services 13.09 -
Financial 32.95 33.34
Communication 9.67 5.74
Chemicals 5.32 -
Others 8.42 2.93
Consumer Staples 7.5 6.37
Healthcare 9.13 4.04
Automobile 3.64 8.17
Insurance 3.3 2.78
Materials 2.95 3.82
Textiles 2.04 -
Consumer Discretionary 1.99 4
Technology - 10.52
Construction - 9.13
Energy - 9.17

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