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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) ₹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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