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
| 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) | ₹34941 Cr | ₹7729 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 |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 1.78% | -0.68% |
| 6 Month | 2.86% | 3.53% |
| 1 Year | 19.23% | 21.08% |
| 3 Year | 10.15% | 14.43% |
| 5 Year | 16.6% | 16.57% |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.59% | 11.08% |
| 3 Year | 17.43% | 19.16% |
| 5 Year | 17.98% | 19.01% |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.48% | 12.77% |
| 3 Year | 15.47% | 12.19% |
| 5 Year | 16.6% | 13.25% |
| 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 | 0.24% | 0.66% |
| Beta | 0.74% | 0.93% |
| Alpha | -4.49% | -0.79% |
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| 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 |
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 17.81 | 5.17 |
| Large Cap | 43.99 | 79.66 |
| Mid Cap | 32.28 | 12.51 |
| Small Cap | 5.92 | 2.27 |
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 17.81 | 5.17 |
| Telecom - Services | 5.87 | 5.39 |
| Retailing | 2.89 | - |
| Banks | 18.18 | 23.64 |
| Automobiles | 3.22 | 7.91 |
| Cement & Cement Products | 3.14 | 1.74 |
| Auto Components | 6.41 | - |
| Capital Markets | 0.08 | - |
| Consumer Durables | 2.21 | 4.26 |
| Transport Services | 0.42 | - |
| Electrical Equipment | 2.96 | - |
| Personal Products | 4.39 | - |
| Finance | 9.11 | 4.67 |
| Chemicals & Petrochemicals | 4.1 | - |
| Pharmaceuticals & Biotechnology | 4.55 | 4.3 |
| Food Products | 2.8 | - |
| Transport Infrastructure | 3.03 | - |
| Textiles & Apparels | 2.35 | - |
| Insurance | 2.74 | 5.47 |
| Leisure Services | 3.74 | - |
| Petroleum Products | - | 4.8 |
| IT - Software | - | 12.49 |
| Construction | - | 4.42 |
| Diversified FMCG | - | 1.61 |
| Non - Ferrous Metals | - | 1.7 |
| Agricultural Food & other Products | - | 2.05 |
| Realty | - | 2.5 |
| Power | - | 4.59 |
| Beverages | - | 2.9 |
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