Canara Robeco Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹2441 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 Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.23% | -6.03% |
6 Month | -6.93% | -11.77% |
1 Year | 9.12% | 5.1% |
3 Year | 10.85% | 14.92% |
5 Year | 16.04% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.62% | -9.2% |
1 Year | -8.25% | -11.9% |
3 Year | 11.58% | 12.86% |
5 Year | 13.59% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.6% | 16.37% |
3 Year | 15.37% | 17.76% |
5 Year | 16.58% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.736% | 12.67% |
Sharp | 0.344% | 0.644% |
Beta | 0.711% | 0.868% |
Alpha | -0.733% | 1.157% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Fund Manage | 43 | 12 |
SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.52832 | 4.95949 |
Small Cap | 8.08479 | 2.32634 |
Large Cap | 34.40823 | 74.92528 |
Mid Cap | 31.97867 | 17.78888 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.98328 | 2.80543 |
Communication Services | 12.32366 | 4.66674 |
Consumer Cyclical | 18.472 | 17.66944 |
Financial Services | 30.09963 | 29.02353 |
Basic Materials | 7.64252 | 6.37231 |
Industrials | 5.10917 | 9.5155 |
Consumer Defensive | 6.4264 | 4.28641 |
Healthcare | 8.03713 | 10.93342 |
Utilities | 2.48709 | 2.13717 |
Technology | 3.41913 | 9.20297 |
Energy | - | 3.38707 |
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