SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare

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

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹35030 Cr ₹8586 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 26 Dec 2006
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 12% 59%
Expense Ratio 1.57 1.84
Manager Pradeep Kesavan Vinay Sharma
ISIN Code INF200K01370 INF204K01GE7
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month -3.81% -6.55%
6 Month 6.88% 4.44%
1 Year 20.82% 19.29%
3 Year 8.18% 12.48%
5 Year 16.34% 19.39%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month - -
1 Year 19.59% 14.25%
3 Year 18.45% 18.91%
5 Year 18.68% 21.52%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 16.48% 10.95%
3 Year 15.47% 15.11%
5 Year 16.6% 15.75%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation 12.03% 12.79%
Sharp 0.35% 0.59%
Beta 0.7% 0.95%
Alpha -2.2% -0.37%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Pradeep Kesavan Vinay Sharma
Total AUM ₹434274 Cr ₹14183 Cr
Fund Manage 43 3
SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 26.1 4.9
Large Cap 36.81 50.73
Mid Cap 35.83 23.12
Small Cap 1.26 21.25

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 8.42 4.25
Financial 32.95 34.67
Communication 9.67 -
Materials 2.95 2.94
Consumer Discretionary 1.99 1.68
Services 13.09 12.99
Consumer Staples 7.5 5
Automobile 3.64 10.28
Chemicals 5.32 -
Healthcare 9.13 3.69
Textiles 2.04 -
Insurance 3.3 2.11
Energy - 3.95
Technology - 9.53
Diversified - 3.89
Capital Goods - 5.02

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