SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

Overview

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Fund	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹34941 Cr	₹3293 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 2004	29 Sep 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	BSE 500
Turn Over	12%	84%
Expense Ratio	1.57	1.91
Manager	Pradeep Kesavan	Hiten Jain
ISIN Code	INF200K01370	INF205KA1189
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	Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Month	1.75%	5.5%
6 Month	2.73%	11.24%
1 Year	18.28%	43.5%
3 Year	10.24%	21.55%
5 Year	16.69%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-	-
1 Year	13.59%	33.46%
3 Year	17.43%	35.25%
5 Year	17.98%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Year	16.48%	18.11%
3 Year	15.47%	21.21%
5 Year	16.6%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.03%	14.15%
Sharp	0.24%	1.12%
Beta	0.74%	0.93%
Alpha	-4.49%	4.7%

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Name	Pradeep Kesavan	Hiten Jain
Total AUM	₹434274 Cr	₹4078 Cr
Fund Manage	43	4
	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	17.81	10.14
Large Cap	43.99	61.33
Mid Cap	32.28	11.6
Small Cap	5.92	16.93

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	17.81	4.52
Telecom - Services	5.87	-
Retailing	2.89	-
Banks	18.18	-
Automobiles	3.22	-
Cement & Cement Products	3.14	-
Auto Components	6.41	-
Capital Markets	0.08	-
Consumer Durables	2.21	-
Transport Services	0.42	-
Electrical Equipment	2.96	-
Personal Products	4.39	-
Finance	9.11	-
Chemicals & Petrochemicals	4.1	-
Pharmaceuticals & Biotechnology	4.55	-
Food Products	2.8	-
Transport Infrastructure	3.03	-
Textiles & Apparels	2.35	-
Insurance	2.74	-
Leisure Services	3.74	-
Technology	-	9.49
Construction	-	6.32
Consumer Staples	-	9.97
Financial	-	18.89
Capital Goods	-	13.72
Consumer Discretionary	-	3.98
Healthcare	-	9.61
Services	-	16.17
Automobile	-	3.39
Unclassified	-	3.94