SBI Focused Equity Fund vs DSP Focus Fund compare
SBI Focused Fund - Regular Plan -Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹37122 Cr | ₹2576 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Oct 2004 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 12% | 31% |
Expense Ratio | 1.57 | 2.04 |
Manager | Pradeep Kesavan | Vinit Sambre |
ISIN Code | INF200K01370 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.9% | 1% |
6 Month | 6.23% | 2.06% |
1 Year | 9.25% | 5.71% |
3 Year | 19.77% | 22.8% |
5 Year | 20.82% | 20.25% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.63% | 8.5% |
1 Year | 17.48% | 10.87% |
3 Year | 19.1% | 20.97% |
5 Year | 17.11% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.38% | 10.41% |
3 Year | 15.32% | 13.08% |
5 Year | 16.61% | 12.62% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.91% | 0.9% |
Beta | 0.71% | 0.97% |
Alpha | 1.58% | 1.78% |
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Fund Managers
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Vinit Sambre |
Total AUM | ₹434274 Cr | ₹31142 Cr |
Funds Managed | 43 | 3 |
SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 16.74 | 10.57 |
Large Cap | 45.61 | 55.76 |
Small Cap | 7.62 | 16.97 |
Mid Cap | 30.03 | 16.7 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 16.74 | 10.57 |
Telecom - Services | 5.49 | 3.3 |
Retailing | 1.79 | - |
Banks | 23.11 | 16.38 |
Automobiles | 3.24 | 2.19 |
Cement & Cement Products | 3.05 | - |
Auto Components | 7.6 | 1.93 |
Consumer Durables | 1.14 | 2.62 |
Electrical Equipment | 2.1 | - |
Personal Products | 3.76 | - |
Chemicals & Petrochemicals | 5.12 | - |
Pharmaceuticals & Biotechnology | 3.63 | 6.92 |
Finance | 9.08 | 14.03 |
Food Products | 2.26 | 2.46 |
Transport Infrastructure | 2.36 | - |
Textiles & Apparels | 2.4 | - |
Leisure Services | 4.14 | 1.8 |
Power | 2.99 | - |
IT - Software | - | 9.16 |
Capital Markets | - | 1.23 |
Petroleum Products | - | 3.62 |
Non - Ferrous Metals | - | 1.57 |
Insurance | - | 3.53 |
Gas | - | 2.12 |
Industrial Products | - | 7.02 |
Fertilizers & Agrochemicals | - | 3.4 |
Realty | - | 3.77 |
Healthcare Services | - | 2.38 |
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