SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
SBI Focused Equity Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹34678 Cr | ₹3361 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 | 1.87 |
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 | -2.63% | -2.51% |
6 Month | -4.18% | -7.5% |
1 Year | 11.9% | 15.11% |
3 Year | 10.94% | 18.66% |
5 Year | 14.19% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.87% | -4.93% |
3 Year | 14.86% | 23.21% |
5 Year | 15.9% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 16.6% | 20.31% |
3 Year | 15.37% | 21.04% |
5 Year | 16.58% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 12.03% | 15.574% |
Sharp | 0.47% | 0.78% |
Beta | 0.7% | 0.992% |
Alpha | -0.27% | 4.108% |
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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 | 6.65 |
Large Cap | 43.99 | 51.13 |
Mid Cap | 32.28 | 27.53 |
Small Cap | 5.92 | 14.69 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 17.81 | 6.65 |
Telecom - Services | 5.87 | - |
Retailing | 2.89 | 10.63 |
Banks | 18.18 | 17.9 |
Automobiles | 3.22 | - |
Cement & Cement Products | 3.14 | - |
Auto Components | 6.41 | - |
Capital Markets | 0.08 | - |
Consumer Durables | 2.21 | 11.36 |
Transport Services | 0.42 | 4.33 |
Electrical Equipment | 2.96 | 9.4 |
Personal Products | 4.39 | - |
Finance | 9.11 | - |
Chemicals & Petrochemicals | 4.1 | - |
Pharmaceuticals & Biotechnology | 4.55 | 7.45 |
Food Products | 2.8 | - |
Transport Infrastructure | 3.03 | - |
Textiles & Apparels | 2.35 | - |
Insurance | 2.74 | - |
Leisure Services | 3.74 | - |
IT - Software | - | 8.61 |
Construction | - | 4.89 |
Paper, Forest & Jute Products | - | 4 |
Aerospace & Defense | - | 2.68 |
Beverages | - | 5.24 |
Agricultural, Commercial & Construction Vehicles | - | 3.31 |
Healthcare Services | - | 3.55 |
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