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) | ₹37764 Cr | ₹2718 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 | 3.95% | 2.51% |
6 Month | 16.56% | 16.91% |
1 Year | 6.55% | 2.66% |
3 Year | 15.43% | 17.88% |
5 Year | 19.35% | - |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.48% | 5.09% |
1 Year | 14.96% | 14.05% |
3 Year | 16.76% | 18.07% |
5 Year | 15.2% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.19% | 13.54% |
3 Year | 15.37% | 17.86% |
5 Year | 16.68% | - |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.31% |
Sharp | 0.8% | 0.80% |
Beta | 0.69% | 0.88% |
Alpha | 2.01% | 2.96% |
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 | 19.63 | 11.97 |
Mid Cap | 29.73 | 15.18 |
Large Cap | 43.07 | 71.24 |
Small Cap | 7.58 | 1.61 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.82 | 5.01 |
Communication Services | 12.29 | 4.78 |
Consumer Cyclical | 21.29 | 19.75 |
Basic Materials | 10.42 | 4.45 |
Financial Services | 30.7 | 26 |
Industrials | 4.39 | 12.16 |
Consumer Defensive | 5.36 | 5.26 |
Healthcare | 2.87 | 13.15 |
Utilities | 5.34 | - |
Technology | 4.51 | 4.79 |
Energy | - | 4.64 |
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