SBI Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹2441 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 17 May 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 37% |
Expense Ratio | 1.57 | 1.96 |
Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
ISIN Code | INF200K01370 | INF760K01JT0 |
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 | Canara Robeco Focused Equity Fund - Regular Plan - 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 Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.92% | 5.49% |
6 Month | -1.69% | -5.77% |
1 Year | 13.39% | 11.27% |
3 Year | 12.16% | 15.46% |
5 Year | 21% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.89% | -0.3% |
1 Year | 3.62% | -0.53% |
3 Year | 15.8% | 16.8% |
5 Year | 15.69% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.6% | 16.37% |
3 Year | 15.37% | 17.76% |
5 Year | 16.58% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.03% | 12.67% |
Sharp | 0.39% | 0.644% |
Beta | 0.73% | 0.868% |
Alpha | -0.42% | 1.157% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Funds Managed | 43 | 12 |
SBI Focused Equity Fund - Regular Plan -Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 23.8 | 4.96 |
Small Cap | 8.33 | 2.33 |
Large Cap | 38.05 | 74.93 |
Mid Cap | 29.82 | 17.79 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.74 | 2.81 |
Communication Services | 9.72 | 4.67 |
Consumer Cyclical | 19.18 | 17.67 |
Financial Services | 31.96 | 29.02 |
Basic Materials | 6.93 | 6.37 |
Industrials | 5.04 | 9.52 |
Consumer Defensive | 6.57 | 4.29 |
Healthcare | 7.85 | 10.93 |
Utilities | 2.68 | 2.14 |
Technology | 4.32 | 9.2 |
Energy | - | 3.39 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.71%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.47%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns14.62%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns11.3%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns16.03%
Quant Quantamental Fund Regular - Growth
3Y Returns18.96%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.06%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%