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) ₹35030 Cr ₹13882 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Oct 2004 02 May 2012
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 180%
Expense Ratio 1.57 1.72
Manager Pradeep Kesavan Shreyash Devalkar
ISIN Code INF200K01370 INF846K01CH7
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
1 Month 0.24% 2.69%
6 Month 16.21% 17.53%
1 Year 27.53% 32.15%
3 Year 11.07% 6.95%
5 Year 18.94% 14.73%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.6% 13.1%
3 Year 29.99% 20.06%
5 Year 60.67% 38.42%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 19.8% 15.01%
3 Year 45.89% 28.22%
5 Year 65.97% 41.51%

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 0.55% 0.22%
Beta 0.69% 1.05%
Alpha -0.29% -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 26.1 2.25
Large Cap 36.81 79.33
Mid Cap 35.83 18.31
Small Cap 1.26 0.1

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 8.42 2.25
Financial 32.95 -
Communication 9.67 -
Materials 2.95 -
Consumer Discretionary 1.99 -
Services 13.09 -
Consumer Staples 7.5 -
Automobile 3.64 -
Chemicals 5.32 -
Healthcare 9.13 -
Textiles 2.04 -
Insurance 3.3 -
Petroleum Products - 5.04
Banks - 13.06
Aerospace & Defense - 3.28
Auto Components - 3.08
Cement & Cement Products - 2.2
Automobiles - 7.41
Finance - 15.68
Retailing - 10.69
Industrial Products - 0.77
Chemicals & Petrochemicals - 6.09
Pharmaceuticals & Biotechnology - 3.45
Telecom - Services - 4.59
Healthcare Services - 2.64
IT - Software - 6.12
Food Products - 0.1
Fertilizers & Agrochemicals - 1.93
Transport Services - 2.01
Realty - 2.38
Power - 7.22

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