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 -5.17% -5.43%
6 Month 5.36% 11.92%
1 Year 19.11% 51.16%
3 Year 7.65% 18.68%
5 Year 15.99% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 19.59% 38.38%
3 Year 18.45% 34.15%
5 Year 18.68% -

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Year 16.48% 18.11%
3 Year 15.47% 21.21%
5 Year 16.6% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 12.03% 14.15%
Sharp 0.35% 1.12%
Beta 0.7% 0.93%
Alpha -2.2% 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
Large Cap 36.81 61.33
Mid Cap 35.83 11.6
Small Cap 1.26 16.93

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

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

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