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SBI Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Fund SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹40824 Cr ₹7448 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 2004 24 Oct 2014
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500 TRI
Turn Over 12% %
Expense Ratio 1.57 1.78
Manager Pradeep Kesavan Mayur Patel
ISIN Code INF200K01370 INF579M01878
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./365 360 ONE 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 Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
1 Month 2.35% -0.57%
6 Month 10.84% 3.25%
1 Year 16.06% 3.31%
3 Year 17.43% 15.32%
5 Year 17.87% 17.73%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
6 Month 6.62% 2.25%
1 Year 24.24% 11.07%
3 Year 18.81% 12.63%
5 Year 16.23% 14.33%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
1 Year 15.84% 13.38%
3 Year 15.4% 16.4%
5 Year 16.82% 18.2%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Standard Deviation 12.03% 12.02%
Sharp 0.94% 0.74%
Beta 0.72% 0.87%
Alpha 2.32% 0.72%

Fund Managers

Scheme Name SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth
Name Pradeep Kesavan Mayur Patel
Total AUM ₹434274 Cr ₹6984 Cr
Funds Managed 43 3
SBI Focused Fund - Regular Plan -Growth 360 ONE Focused Fund Regular-Growth

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

360 ONE Focused Fund Regular-Growth

Others 29.25 13.5
Mid Cap 28.21 10.23
Large Cap 36.62 64.89
Small Cap 5.92 11.38

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

360 ONE Focused Fund Regular-Growth

Others 3.34 5.55
Communication Services 12.93 10.7
Consumer Cyclical 17.84 12.95
Basic Materials 9.56 4.67
Financial Services 31.82 34.17
Industrials 1.81 19.67
Consumer Defensive 5.44 -
Healthcare 3.17 3.31
Utilities 10.18 -
Technology 3.91 6.85
Energy - 2.12

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