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) | ₹38917 Cr | ₹2571 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 | 1.63% | -0.41% |
6 Month | 10.62% | 5.89% |
1 Year | 8.75% | 0.18% |
3 Year | 16.77% | 18.23% |
5 Year | 20.3% | 18.14% |
SIP Return Analysis
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.54% | 0.98% |
1 Year | 18.34% | 8.89% |
3 Year | 17.48% | 16.4% |
5 Year | 15.47% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.06% | 9.86% |
3 Year | 15.34% | 13.48% |
5 Year | 16.74% | 12.95% |
Risk Management
Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.86% | 0.81% |
Beta | 0.7% | 0.92% |
Alpha | 1.7% | 1.13% |
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 | 20.81 | 20.98 |
Mid Cap | 29.22 | 12.43 |
Large Cap | 42.86 | 49.12 |
Small Cap | 7.11 | 17.47 |
Sector Allocation
Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.56 | 7.86 |
Communication Services | 12.47 | 3.2 |
Consumer Cyclical | 20.32 | 6.39 |
Basic Materials | 9.75 | 5.72 |
Financial Services | 31.11 | 39.94 |
Industrials | 4.4 | 6.11 |
Consumer Defensive | 5.43 | 2 |
Healthcare | 2.59 | 8.28 |
Utilities | 5.59 | 1.9 |
Technology | 3.78 | 11.41 |
Energy | - | 3.81 |
Real Estate | - | 3.38 |
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