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SBI Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 4.3% | 4.38% |
| 6 Month | -5.75% | -10.76% |
| 1 Year | 12.38% | 10.21% |
| 3 Year | 12.51% | 14.1% |
| 5 Year | 22.18% | 23.38% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -0.39% | -1.58% |
| 1 Year | 0.61% | -2.49% |
| 3 Year | 14.7% | 15.44% |
| 5 Year | 15.39% | 16.08% |
Rolling Lumpsum Returns
| 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% |
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 | 0.34% | 0.46% |
| Beta | 0.72% | 0.9% |
| Alpha | -0.88% | 0.01% |
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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 |
| Funds Managed | 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 | 25.53 | 4.67 |
| Small Cap | 8.08 | 1.83 |
| Large Cap | 34.41 | 81.62 |
| Mid Cap | 31.98 | 11.89 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 5.98 | 1.69 |
| Communication Services | 12.32 | 5.53 |
| Consumer Cyclical | 18.47 | 16.44 |
| Financial Services | 30.1 | 31.57 |
| Basic Materials | 7.64 | 4.15 |
| Industrials | 5.11 | 4.58 |
| Consumer Defensive | 6.43 | 7.52 |
| Healthcare | 8.04 | 3.5 |
| Utilities | 2.49 | 3.83 |
| Technology | 3.42 | 12.97 |
| Energy | - | 5.44 |
| Real Estate | - | 2.79 |
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