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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 5.99% 6.03%
6 Month -5.82% -11.12%
1 Year 11.52% 8.89%
3 Year 12.42% 13.89%
5 Year 22.15% 23.26%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month -0.77% -3.29%
1 Year 0.34% -4.63%
3 Year 15.07% 15.02%
5 Year 15.58% 15.85%

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 0.34% 0.46%
Beta 0.72% 0.9%
Alpha -0.88% 0.01%

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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 25.53 4.67
Small Cap 8.08 1.83
Large Cap 34.41 81.62
Mid Cap 31.98 11.89

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 5.98 1.69
Communication Services 12.32 5.53
Consumer Cyclical 18.47 16.44
Financial Services 30.1 31.57
Basic Materials 7.64 4.15
Industrials 5.11 4.58
Consumer Defensive 6.43 7.52
Healthcare 8.04 3.5
Utilities 2.49 3.83
Technology 3.42 12.97
Energy - 5.44
Real Estate - 2.79

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