Nippon India Focused Equity 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option

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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 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) ₹34941 Cr ₹8477 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 1.85
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 -1.59% -4.73%
6 Month -1.14% -8.28%
1 Year 15.42% 5.77%
3 Year 9.87% 11.49%
5 Year 15.58% 17.76%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month - -
1 Year 8.93% -2.25%
3 Year 16.19% 13.56%
5 Year 16.95% 18.12%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 16.48% 10.95%
3 Year 15.47% 15.11%
5 Year 16.6% 15.75%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 12.03% 12.79%
Sharp 0.24% 0.57%
Beta 0.74% 0.95%
Alpha -3.33% 0.02%

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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 17.81 10.21
Large Cap 43.99 48.84
Mid Cap 32.28 19.37
Small Cap 5.92 21.58

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 17.81 10.21
Telecom - Services 5.87 -
Retailing 2.89 4.42
Banks 18.18 22.56
Automobiles 3.22 6.55
Cement & Cement Products 3.14 1.77
Auto Components 6.41 4.93
Capital Markets 0.08 1.92
Consumer Durables 2.21 0.97
Transport Services 0.42 -
Electrical Equipment 2.96 2.28
Personal Products 4.39 -
Finance 9.11 9.02
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 -
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 3.08
Leisure Services 3.74 6.26
Petroleum Products - 4.25
IT - Software - 4.7
IT - Services - 2.78
Diversified FMCG - 3.03
Entertainment - 1.71
Healthcare Services - 2.7
Diversified - 3.97
Industrial Manufacturing - 2.89

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