INVESCO INDIA 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 INVESCO INDIA FOCUSED FUND - 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 INVESCO INDIA FOCUSED FUND - Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹35030 Cr ₹2819 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 08 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 12% 84%
Expense Ratio 1.57 1.92
Manager Pradeep Kesavan Hiten Jain
ISIN Code INF200K01370 INF205KA1189
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Month 3.09% 5.92%
6 Month 17.8% 27.81%
1 Year 27.84% 69.98%
3 Year 12.84% 24.14%
5 Year 19.92% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 14.6% 26.66%
3 Year 29.99% 53.09%
5 Year 60.67% 64.31%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Year 19.8% 24.04%
3 Year 45.89% 64.74%
5 Year 65.97% 73.33%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 12.03% 14.15%
Sharp 0.74% 1.12%
Beta 0.71% 0.93%
Alpha 0.22% 4.7%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Name Pradeep Kesavan Hiten Jain
Total AUM ₹434274 Cr ₹4078 Cr
Fund Manage 43 4
SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 26.1 10.14
Mid Cap 35.83 11.6
Large Cap 36.81 61.33
Small Cap 1.26 16.93

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Services 13.09 16.17
Financial 32.95 18.89
Communication 9.67 -
Chemicals 5.32 -
Others 8.42 4.52
Consumer Staples 7.5 9.97
Healthcare 9.13 9.61
Automobile 3.64 3.39
Insurance 3.3 -
Materials 2.95 -
Textiles 2.04 -
Consumer Discretionary 1.99 3.98
Construction - 6.32
Technology - 9.49
Capital Goods - 13.72
Unclassified - 3.94

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