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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) ₹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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