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) ₹35030 Cr ₹863 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Oct 2004 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 49%
Expense Ratio 1.57 2.24
Manager Pradeep Kesavan Trideep Bhattacharya
ISIN Code INF200K01370 INF754K01OL0
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 3.85% 3.32%
6 Month 18.49% 22.12%
1 Year 25.91% 44.02%
3 Year 12.07% -
5 Year 19.77% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 14.6% 18.31%
3 Year 29.99% 32.01%
5 Year 60.67% 32.01%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 19.8% 25.58%
3 Year 45.89% 38.85%
5 Year 65.97% 38.85%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.03% 10.83%
Sharp 0.56% -
Beta 0.69% -
Alpha -0.54% -

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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 26.1 7.35
Large Cap 36.81 77.53
Mid Cap 35.83 13.93
Small Cap 1.26 1.19

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 8.42 2.37
Financial 32.95 25.52
Communication 9.67 -
Materials 2.95 4.22
Consumer Discretionary 1.99 2.88
Services 13.09 8.94
Consumer Staples 7.5 2.84
Automobile 3.64 6.74
Chemicals 5.32 -
Healthcare 9.13 4.09
Textiles 2.04 -
Insurance 3.3 -
Energy - 8.29
Construction - 8.14
Capital Goods - 14.88
Technology - 8.99
Metals & Mining - 2.1

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