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) | ₹38917 Cr | ₹7280 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 | 1.63% | 0.19% |
6 Month | 10.62% | 6.63% |
1 Year | 8.75% | -1.33% |
3 Year | 16.77% | 17.01% |
5 Year | 20.3% | 20.47% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
6 Month | 4.54% | 2.02% |
1 Year | 18.34% | 9.53% |
3 Year | 17.48% | 13.3% |
5 Year | 15.47% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
1 Year | 16.06% | 14.04% |
3 Year | 15.34% | 16.38% |
5 Year | 16.74% | 18.1% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | 360 ONE Focused Fund Regular-Growth |
---|---|---|
Standard Deviation | 12.03% | 12.14% |
Sharp | 0.86% | 0.78% |
Beta | 0.7% | 0.88% |
Alpha | 1.7% | 1.18% |
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 | 20.81 | 10.67 |
Mid Cap | 29.22 | 9.71 |
Large Cap | 42.86 | 66.9 |
Small Cap | 7.11 | 12.72 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
360 ONE Focused Fund Regular-Growth |
---|---|---|
Others | 4.56 | 2.95 |
Communication Services | 12.47 | 10.12 |
Consumer Cyclical | 20.32 | 16.68 |
Basic Materials | 9.75 | 5.19 |
Financial Services | 31.11 | 33.31 |
Industrials | 4.4 | 18.53 |
Consumer Defensive | 5.43 | - |
Healthcare | 2.59 | 4.02 |
Utilities | 5.59 | - |
Technology | 3.78 | 7.17 |
Energy | - | 2.02 |
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