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 | 3.34% | 3.11% |
| 6 Month | 11.79% | 6.87% |
| 1 Year | 11.98% | 4.18% |
| 3 Year | 16.51% | 17.1% |
| 5 Year | 20.12% | 18.01% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.54% | 3.09% |
| 1 Year | 20.22% | 11.71% |
| 3 Year | 17.85% | 16.67% |
| 5 Year | 15.56% | 15.43% |
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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