Axis Focused 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 Axis Focused Fund - Regular Plan - 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 Axis Focused Fund - Regular Plan - Growth Option
Fund SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34941 Cr ₹13356 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 2004 29 Jun 2012
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 180%
Expense Ratio 1.57 1.73
Manager Pradeep Kesavan Shreyash Devalkar
ISIN Code INF200K01370 INF846K01CH7
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 Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
1 Month -0.01% -4.78%
6 Month -1.34% -6.42%
1 Year 17.05% 10.61%
3 Year 11.79% 5.16%
5 Year 15.81% 9.97%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.85% 5.88%
3 Year 16.66% 12.89%
5 Year 17.22% 11.95%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 16.48% 14.58%
3 Year 15.47% 14.67%
5 Year 16.6% 14.05%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.03% 15.43%
Sharp 0.24% 0.22%
Beta 0.74% 1.05%
Alpha -3.33% -10.87%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Shreyash Devalkar
Total AUM ₹434274 Cr ₹166770 Cr
Fund Manage 43 14
SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 17.81 5.54
Large Cap 43.99 73.41
Mid Cap 32.28 21.06
Small Cap 5.92 -

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 17.81 5.54
Telecom - Services 5.87 5.7
Retailing 2.89 11.35
Banks 18.18 17.55
Automobiles 3.22 6.98
Cement & Cement Products 3.14 0.69
Auto Components 6.41 1.12
Capital Markets 0.08 -
Consumer Durables 2.21 -
Transport Services 0.42 2.67
Electrical Equipment 2.96 1.34
Personal Products 4.39 -
Finance 9.11 9.91
Chemicals & Petrochemicals 4.1 5
Pharmaceuticals & Biotechnology 4.55 4.6
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 -
Leisure Services 3.74 -
Aerospace & Defense - 3.02
Industrial Products - 0.89
Financial Technology (Fintech) - 3.32
Healthcare Services - 2.82
IT - Software - 5.97
Fertilizers & Agrochemicals - 2.37
Realty - 2.76
Power - 6.41

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