SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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SBI Focused Equity Fund - Regular Plan -Growth

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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)	₹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

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
1 Month	5.92%	2.77%
6 Month	-1.69%	-7.03%
1 Year	13.35%	15.04%
3 Year	12.16%	20.58%
5 Year	21.01%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	1.89%	-1.57%
1 Year	3.62%	-3.23%
3 Year	15.8%	25.37%
5 Year	15.69%	-

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%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	12.03%	15.823%
Sharp	0.39%	0.731%
Beta	0.73%	0.973%
Alpha	-0.42%	5.017%

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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
Funds Managed	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	23.8	6.39
Small Cap	8.33	14.1
Large Cap	38.05	56.74
Mid Cap	29.82	22.77

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	5.74	6.39
Communication Services	9.72	-
Consumer Cyclical	19.18	15.09
Financial Services	31.96	17.84
Basic Materials	6.93	3.86
Industrials	5.04	26.95
Consumer Defensive	6.57	4.89
Healthcare	7.85	10.98
Utilities	2.68	-
Technology	4.32	13.99