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) ₹34941 Cr ₹3293 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 2004 29 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500
Turn Over 12% 84%
Expense Ratio 1.57 1.91
Manager Pradeep Kesavan Hiten Jain
ISIN Code INF200K01370 INF205KA1189
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 Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Month 1.75% 5.5%
6 Month 2.73% 11.24%
1 Year 18.28% 43.5%
3 Year 10.24% 21.55%
5 Year 16.69% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 13.59% 33.46%
3 Year 17.43% 35.25%
5 Year 17.98% -

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 0.24% 1.12%
Beta 0.74% 0.93%
Alpha -4.49% 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 17.81 10.14
Large Cap 43.99 61.33
Mid Cap 32.28 11.6
Small Cap 5.92 16.93

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 17.81 4.52
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 -
Technology - 9.49
Construction - 6.32
Consumer Staples - 9.97
Financial - 18.89
Capital Goods - 13.72
Consumer Discretionary - 3.98
Healthcare - 9.61
Services - 16.17
Automobile - 3.39
Unclassified - 3.94

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