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 Risk | Low to Moderate Risk |
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 | -2.63% | -1.87% |
6 Month | -4.18% | -8.62% |
1 Year | 11.9% | 9.23% |
3 Year | 10.94% | 14.7% |
5 Year | 14.19% | 13.7% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.87% | -3.72% |
3 Year | 14.86% | 16.29% |
5 Year | 15.9% | 16.09% |
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 | 0.47% | 0.5% |
Beta | 0.7% | 1.01% |
Alpha | -0.27% | -0.22% |
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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 |
Fund Manage | 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 | 17.81 | 8.67 |
Large Cap | 43.99 | 47 |
Mid Cap | 32.28 | 25.53 |
Small Cap | 5.92 | 18.01 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 17.81 | 8.67 |
Telecom - Services | 5.87 | - |
Retailing | 2.89 | - |
Banks | 18.18 | 14.48 |
Automobiles | 3.22 | 2.77 |
Cement & Cement Products | 3.14 | - |
Auto Components | 6.41 | 5.16 |
Capital Markets | 0.08 | - |
Consumer Durables | 2.21 | 3.09 |
Transport Services | 0.42 | - |
Electrical Equipment | 2.96 | - |
Personal Products | 4.39 | - |
Finance | 9.11 | 12.46 |
Chemicals & Petrochemicals | 4.1 | - |
Pharmaceuticals & Biotechnology | 4.55 | 10.07 |
Food Products | 2.8 | 3.02 |
Transport Infrastructure | 3.03 | - |
Textiles & Apparels | 2.35 | - |
Insurance | 2.74 | 2.16 |
Leisure Services | 3.74 | 1.98 |
IT - Software | - | 10.91 |
Petroleum Products | - | 2.88 |
Non - Ferrous Metals | - | 1.68 |
Gas | - | 2.18 |
Industrial Products | - | 9.73 |
Fertilizers & Agrochemicals | - | 2.86 |
Realty | - | 3.34 |
Oil | - | 1.77 |
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