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) | ₹42773 Cr | ₹2890 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 | 0.77% | 0.49% |
| 6 Month | 7.5% | 2.27% |
| 1 Year | 14.2% | 5.45% |
| 3 Year | 18.46% | 17.71% |
| 5 Year | 16.76% | - |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.01% | 2.16% |
| 1 Year | 23.08% | 14.2% |
| 3 Year | 18.29% | 15.9% |
| 5 Year | 15.8% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.82% | 13.05% |
| 3 Year | 15.46% | 17.75% |
| 5 Year | 16.85% | - |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.03% | 11.63% |
| Sharp | 1.03% | 0.88% |
| Beta | 0.73% | 0.89% |
| Alpha | 3.76% | 1.81% |
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 | 16.69 | 5.28 |
| Large Cap | 55.4 | 85.29 |
| Mid Cap | 22.98 | 6.73 |
| Small Cap | 4.93 | 2.81 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.69 | 5.28 |
| Telecom - Services | 4.84 | 3.93 |
| Retailing | 5.11 | 7.57 |
| Consumer Durables | 3.56 | - |
| Banks | 16.33 | 21.97 |
| Automobiles | 2.8 | 6.77 |
| Cement & Cement Products | 2.28 | 2.45 |
| Auto Components | 6.3 | 2.42 |
| Electrical Equipment | 1.57 | 2.6 |
| Personal Products | 2.68 | - |
| Finance | 15.37 | 5.3 |
| Chemicals & Petrochemicals | 3.41 | - |
| Pharmaceuticals & Biotechnology | 2.68 | 7.95 |
| Food Products | 2.26 | - |
| Textiles & Apparels | 1.7 | - |
| Leisure Services | 2.95 | 2.29 |
| Power | 9.47 | - |
| Petroleum Products | - | 5.59 |
| IT - Software | - | 4.53 |
| Construction | - | 4.5 |
| Healthcare Services | - | 4.1 |
| Paper, Forest & Jute Products | - | 1.91 |
| Insurance | - | 2.89 |
| Beverages | - | 2.52 |
| Aerospace & Defense | - | 2.86 |
| Transport Services | - | 2.68 |
Top Comparisons
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.18%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns10.38%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns17.44%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.02%
Invesco India Largecap Fund - Growth
3Y Returns17.5%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns13.74%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.22%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.23%