Edelweiss Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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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