Canara Robeco Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹37122 Cr | ₹2616 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 17 May 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 37% |
Expense Ratio | 1.57 | 1.96 |
Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
ISIN Code | INF200K01370 | INF760K01JT0 |
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 | Canara Robeco Focused Equity Fund - Regular Plan - 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 Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.22% | 3.92% |
6 Month | 6.71% | 3.18% |
1 Year | 8.07% | 9.34% |
3 Year | 19.37% | 22.46% |
5 Year | 20.6% | - |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.38% | 9.99% |
1 Year | 17.67% | 14.76% |
3 Year | 18.48% | 19.93% |
5 Year | 16.65% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.38% | 14.29% |
3 Year | 15.32% | 17.31% |
5 Year | 16.61% | - |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 13.44% |
Sharp | 0.91% | 0.93% |
Beta | 0.71% | 0.89% |
Alpha | 1.58% | 2.34% |
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Fund Managers
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Funds Managed | 43 | 12 |
SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.24 | 7.46 |
Large Cap | 45.43 | 74.47 |
Small Cap | 7.82 | 2.36 |
Mid Cap | 29.51 | 15.71 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.24 | 5.59 |
Telecom - Services | 5.29 | - |
Retailing | 1.78 | - |
Banks | 22.38 | - |
Automobiles | 3.02 | - |
Cement & Cement Products | 2.95 | - |
Auto Components | 8.24 | - |
Consumer Durables | 1.18 | - |
Electrical Equipment | 2.1 | - |
Personal Products | 3.48 | - |
Chemicals & Petrochemicals | 5.64 | - |
Pharmaceuticals & Biotechnology | 3.38 | - |
Finance | 9.61 | - |
Food Products | 2.34 | - |
Transport Infrastructure | 2.7 | - |
Textiles & Apparels | 2.37 | - |
Leisure Services | 3.71 | - |
Power | 2.59 | - |
Energy | - | 4.02 |
Technology | - | 6.4 |
Industrials | - | 10.32 |
Healthcare | - | 11.37 |
Financial Services | - | 28.34 |
Consumer Cyclical | - | 18.22 |
Basic Materials | - | 4.98 |
Consumer Defensive | - | 4.74 |
Communication Services | - | 4.19 |
Utilities | - | 1.84 |
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