SBI Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare
SBI Focused Fund - Regular Plan -Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
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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