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Edelweiss 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 Edelweiss Focused Fund - Regular Plan - Growth

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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 Edelweiss Focused Fund - Regular Plan - Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34678 Cr ₹897 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 2004 01 Aug 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 49%
Expense Ratio 1.57 2.24
Manager Pradeep Kesavan Trideep Bhattacharya
ISIN Code INF200K01370 INF754K01OL0
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 Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 5.92% 6.14%
6 Month -1.69% -7.48%
1 Year 13.39% 10.22%
3 Year 12.16% -
5 Year 21% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month 1.89% -0.95%
1 Year 3.62% -4.65%
3 Year 15.8% -
5 Year 15.69% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 16.6% 33.15%
3 Year 15.37% -
5 Year 16.58% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% -
Sharp 0.39% -
Beta 0.73% -
Alpha -0.42% -

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Name Pradeep Kesavan Trideep Bhattacharya
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 9
SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 23.8 6.4
Small Cap 8.33 3.43
Large Cap 38.05 67.43
Mid Cap 29.82 22.74

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 5.74 3.35
Communication Services 9.72 -
Consumer Cyclical 19.18 16.75
Financial Services 31.96 30.14
Basic Materials 6.93 3.52
Industrials 5.04 14.09
Consumer Defensive 6.57 3.88
Healthcare 7.85 4.37
Utilities 2.68 2.71
Technology 4.32 14.64
Energy - 4.44
Real Estate - 2.1

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