Quant Focused Fund vs SBI Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹34678 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 12% | % |
Expense Ratio | 1.57 | 2.18 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200K01370 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Month | -2.27% | -4.71% |
6 Month | -2.42% | -16.55% |
1 Year | 13.06% | -4.99% |
3 Year | 11.19% | 15.05% |
5 Year | 14.52% | 19.55% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.53% | -18.29% |
3 Year | 13.38% | 11.97% |
5 Year | 15.25% | 17.25% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 16.6% | 14.72% |
3 Year | 15.37% | 17.33% |
5 Year | 16.58% | 15.7% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.03% | 15.933% |
Sharp | 0.47% | 0.641% |
Beta | 0.7% | 1.052% |
Alpha | -0.27% | 1.751% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Fund Manage | 43 | 22 |
SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 17.81 | 21.74 |
Large Cap | 43.99 | 73.55 |
Mid Cap | 32.28 | - |
Small Cap | 5.92 | 4.69 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 17.81 | 21.74 |
Telecom - Services | 5.87 | 4.69 |
Retailing | 2.89 | - |
Banks | 18.18 | - |
Automobiles | 3.22 | - |
Cement & Cement Products | 3.14 | 8.09 |
Auto Components | 6.41 | - |
Capital Markets | 0.08 | - |
Consumer Durables | 2.21 | 4.23 |
Transport Services | 0.42 | - |
Electrical Equipment | 2.96 | - |
Personal Products | 4.39 | - |
Finance | 9.11 | 7.51 |
Chemicals & Petrochemicals | 4.1 | - |
Pharmaceuticals & Biotechnology | 4.55 | - |
Food Products | 2.8 | 5.21 |
Transport Infrastructure | 3.03 | - |
Textiles & Apparels | 2.35 | - |
Insurance | 2.74 | 13.77 |
Leisure Services | 3.74 | - |
Petroleum Products | - | 9.37 |
Construction | - | 4.92 |
Diversified FMCG | - | 12.7 |
Gas | - | 1.93 |
Power | - | 5.82 |
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