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	5.99%	5.4%
6 Month	-5.82%	-10.14%
1 Year	11.52%	14.77%
3 Year	12.44%	19.38%
5 Year	22.15%	-

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-0.77%	-6.14%
1 Year	0.34%	-5.69%
3 Year	15.07%	25.13%
5 Year	15.58%	-

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	0.34%	0.731%
Beta	0.72%	0.973%
Alpha	-0.88%	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	25.53	6.39
Small Cap	8.08	14.1
Large Cap	34.41	56.74
Mid Cap	31.98	22.77

Scheme Name	SBI Focused Equity Fund - Regular Plan -Growth	INVESCO INDIA FOCUSED FUND - Growth
Others	5.98	6.39
Communication Services	12.32	-
Consumer Cyclical	18.47	15.09
Financial Services	30.1	17.84
Basic Materials	7.64	3.86
Industrials	5.11	26.95
Consumer Defensive	6.43	4.89
Healthcare	8.04	10.98
Utilities	2.49	-
Technology	3.42	13.99