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

Link copied to clipboard!

SBI Focused Equity Fund - Regular Plan -Growth

Invest Now

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 Risk	Very High Risk
Asset Size (Cr)	₹34678 Cr	₹7354 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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-2.63%	-1.69%
6 Month	-4.18%	-7.42%
1 Year	11.9%	6.34%
3 Year	10.94%	12.53%
5 Year	14.19%	14.69%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-	-
1 Year	3.87%	-3.89%
3 Year	14.86%	14.14%
5 Year	15.9%	15.68%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	16.6%	12.97%
3 Year	15.37%	12.3%
5 Year	16.58%	13.39%

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	0.47%	0.48%
Beta	0.7%	0.92%
Alpha	-0.27%	-0.92%

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

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

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

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