Axis Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹34678 Cr | ₹12350 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 | 1.74 |
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 | -3.72% | -2.86% |
6 Month | -7.15% | -13.66% |
1 Year | 9.08% | 1.99% |
3 Year | 10.88% | 5.07% |
5 Year | 16.26% | 10.46% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.62% | -9.17% |
1 Year | -8.25% | -16.41% |
3 Year | 11.58% | 5.78% |
5 Year | 13.59% | 7.02% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.6% | 14.68% |
3 Year | 15.37% | 14.5% |
5 Year | 16.58% | 13.74% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 15.748% |
Sharp | 0.34% | -0.086% |
Beta | 0.72% | 0.984% |
Alpha | -0.88% | -7.923% |
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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 | 25.52832 | 6.9181 |
Small Cap | 8.08479 | - |
Large Cap | 34.40823 | 74.02293 |
Mid Cap | 31.97867 | 19.05893 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.98328 | 6.9181 |
Communication Services | 12.32366 | 8.64835 |
Consumer Cyclical | 18.472 | 11.65544 |
Financial Services | 30.09963 | 33.07659 |
Basic Materials | 7.64252 | 6.09513 |
Industrials | 5.10917 | 8.31704 |
Consumer Defensive | 6.4264 | 1.10943 |
Healthcare | 8.03713 | 9.34899 |
Utilities | 2.48709 | 4.95425 |
Technology | 3.41913 | 7.03778 |
Real Estate | - | 2.83886 |
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