Nippon India Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹7875 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 26 Dec 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 59% |
Expense Ratio | 1.57 | 1.86 |
Manager | Pradeep Kesavan | Vinay Sharma |
ISIN Code | INF200K01370 | INF204K01GE7 |
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 | Nippon India Focused Equity 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 | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Month | -3.72% | -2.04% |
6 Month | -7.15% | -13.79% |
1 Year | 9.08% | 3.49% |
3 Year | 10.88% | 13.06% |
5 Year | 16.26% | 20.86% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
6 Month | -5.62% | -8.02% |
1 Year | -8.25% | -14.91% |
3 Year | 11.58% | 9.07% |
5 Year | 13.59% | 14.79% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.6% | 11.09% |
3 Year | 15.37% | 15.06% |
5 Year | 16.58% | 16.01% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Standard Deviation | 11.736% | 13.773% |
Sharp | 0.344% | 0.428% |
Beta | 0.711% | 0.909% |
Alpha | -0.733% | -0.172% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Name | Pradeep Kesavan | Vinay Sharma |
Total AUM | ₹434274 Cr | ₹14183 Cr |
Fund Manage | 43 | 3 |
SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 25.52832 | 6.91825 |
Small Cap | 8.08479 | 16.8436 |
Large Cap | 34.40823 | 54.7767 |
Mid Cap | 31.97867 | 21.46146 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 5.98328 | 6.91825 |
Communication Services | 12.32366 | 3.12298 |
Consumer Cyclical | 18.472 | 20.64562 |
Financial Services | 30.09963 | 36.38424 |
Basic Materials | 7.64252 | 3.17986 |
Industrials | 5.10917 | 11.91093 |
Consumer Defensive | 6.4264 | - |
Healthcare | 8.03713 | 7.25103 |
Utilities | 2.48709 | - |
Technology | 3.41913 | 5.50236 |
Energy | - | 5.08474 |
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