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) ₹34941 Cr ₹896 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 2.23
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 1.31% 3.31%
6 Month 3.34% 3.75%
1 Year 19.75% 25.78%
3 Year 11.09% -
5 Year 16.51% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 13.59% 17.87%
3 Year 17.43% -
5 Year 17.98% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 16.48% 36.16%
3 Year 15.47% -
5 Year 16.6% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 10.83%
Sharp 0.24% -
Beta 0.74% -
Alpha -4.49% -

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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
Fund Manage 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 17.81 7.35
Large Cap 43.99 77.53
Mid Cap 32.28 13.93
Small Cap 5.92 1.19

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 17.81 2.37
Telecom - Services 5.87 -
Retailing 2.89 -
Banks 18.18 -
Automobiles 3.22 -
Cement & Cement Products 3.14 -
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 -
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 -
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 -
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 -
Leisure Services 3.74 -
Energy - 8.29
Consumer Staples - 2.84
Construction - 8.14
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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