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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 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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