SBI Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34941 Cr ₹7729 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 2004 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 12% 45%
Expense Ratio 1.57 1.82
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01370 INF209K01462
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 Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -5.37% -6.42%
6 Month -2.77% -2.99%
1 Year 13.72% 13.46%
3 Year 8.56% 10.99%
5 Year 15.61% 15.42%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 5.79% 3.63%
3 Year 15.17% 16.82%
5 Year 16.27% 17.35%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 16.48% 12.77%
3 Year 15.47% 12.19%
5 Year 16.6% 13.25%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.03% 12.25%
Sharp 0.24% 0.52%
Beta 0.74% 0.93%
Alpha -3.33% -0.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Focused Equity Fund - Regular Plan -Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 17.81 5.17
Large Cap 43.99 79.66
Mid Cap 32.28 12.51
Small Cap 5.92 2.27

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 17.81 5.17
Telecom - Services 5.87 5.39
Retailing 2.89 -
Banks 18.18 23.64
Automobiles 3.22 7.91
Cement & Cement Products 3.14 1.74
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 4.26
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 4.67
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 4.3
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 5.47
Leisure Services 3.74 -
Petroleum Products - 4.8
IT - Software - 12.49
Construction - 4.42
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Agricultural Food & other Products - 2.05
Realty - 2.5
Power - 4.59
Beverages - 2.9

Top Comparisons

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns16.59%

Compare Now

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.15%

VS

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns5.83%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns26.62%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns21.17%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns15.77%

VS

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns20.29%

Compare Now
Request call back
Add to Cart Successfully