SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
1 Month -1.59% -9.3%
6 Month -1.14% -0.46%
1 Year 15.42% 24.71%
3 Year 9.87% 17.12%
5 Year 15.58% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth INVESCO INDIA FOCUSED FUND - Growth
6 Month - -
1 Year 8.93% 11.05%
3 Year 16.19% 28.61%
5 Year 16.95% -

Rolling Lumpsum Returns

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% -

Risk Management

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 -3.33% 4.7%

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Fund Managers

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

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 17.81 6.36
Large Cap 43.99 55.62
Mid Cap 32.28 24.68
Small Cap 5.92 13.34

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

INVESCO INDIA FOCUSED FUND - Growth

Others 17.81 6.36
Telecom - Services 5.87 -
Retailing 2.89 10.37
Banks 18.18 19.56
Automobiles 3.22 -
Cement & Cement Products 3.14 -
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 10.69
Transport Services 0.42 4.01
Electrical Equipment 2.96 8.13
Personal Products 4.39 -
Finance 9.11 -
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 6.89
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 -
Leisure Services 3.74 -
IT - Software - 8.73
Construction - 5.28
Paper, Forest & Jute Products - 4.33
Aerospace & Defense - 3
Beverages - 5.34
Agricultural, Commercial & Construction Vehicles - 3.61
Healthcare Services - 3.7

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