SBI Focused Equity Fund vs DSP Focus Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹34678 Cr | ₹2393 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 | 2.03 |
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 Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.99% | 8.03% |
6 Month | -5.82% | -9.45% |
1 Year | 11.52% | 16.82% |
3 Year | 12.44% | 16.95% |
5 Year | 22.15% | 23.69% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.77% | -1.31% |
1 Year | 0.34% | -0.89% |
3 Year | 15.07% | 18.95% |
5 Year | 15.58% | 17.37% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.6% | 10.03% |
3 Year | 15.37% | 12.82% |
5 Year | 16.58% | 12.41% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.03% | 14.04% |
Sharp | 0.34% | 0.55% |
Beta | 0.72% | 0.96% |
Alpha | -0.88% | 1.69% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Vinit Sambre |
Total AUM | ₹434274 Cr | ₹31142 Cr |
Funds Managed | 43 | 3 |
SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 25.53 | 6.07 |
Small Cap | 8.08 | 18.89 |
Large Cap | 34.41 | 54.7 |
Mid Cap | 31.98 | 20.34 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 5.98 | 6.07 |
Communication Services | 12.32 | 2.97 |
Consumer Cyclical | 18.47 | 9.11 |
Financial Services | 30.1 | 30.6 |
Basic Materials | 7.64 | 10.18 |
Industrials | 5.11 | 6.39 |
Consumer Defensive | 6.43 | 2.5 |
Healthcare | 8.04 | 12.15 |
Utilities | 2.49 | 2.05 |
Technology | 3.42 | 11 |
Energy | - | 3.15 |
Real Estate | - | 3.83 |
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