SBI Focused Equity Fund vs Nippon India Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹34678 Cr | ₹7875 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 26 Dec 2006 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 59% |
Expense Ratio | 1.57 | 1.86 |
Manager | Pradeep Kesavan | Vinay Sharma |
ISIN Code | INF200K01370 | INF204K01GE7 |
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 | Nippon India Focused Equity 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 | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Month | -2.63% | -1.58% |
6 Month | -4.18% | -11.74% |
1 Year | 11.9% | 4.66% |
3 Year | 10.94% | 11.94% |
5 Year | 14.19% | 17.18% |
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 | 3.87% | -8.55% |
3 Year | 14.86% | 10.82% |
5 Year | 15.9% | 16.22% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
1 Year | 16.6% | 11.09% |
3 Year | 15.37% | 15.06% |
5 Year | 16.58% | 16.01% |
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 | 0.47% | 0.37% |
Beta | 0.7% | 0.97% |
Alpha | -0.27% | -2.3% |
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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 | 17.81 | 10.21 |
Large Cap | 43.99 | 48.84 |
Mid Cap | 32.28 | 19.37 |
Small Cap | 5.92 | 21.58 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
---|---|---|
Others | 17.81 | 10.21 |
Telecom - Services | 5.87 | - |
Retailing | 2.89 | 4.42 |
Banks | 18.18 | 22.56 |
Automobiles | 3.22 | 6.55 |
Cement & Cement Products | 3.14 | 1.77 |
Auto Components | 6.41 | 4.93 |
Capital Markets | 0.08 | 1.92 |
Consumer Durables | 2.21 | 0.97 |
Transport Services | 0.42 | - |
Electrical Equipment | 2.96 | 2.28 |
Personal Products | 4.39 | - |
Finance | 9.11 | 9.02 |
Chemicals & Petrochemicals | 4.1 | - |
Pharmaceuticals & Biotechnology | 4.55 | - |
Food Products | 2.8 | - |
Transport Infrastructure | 3.03 | - |
Textiles & Apparels | 2.35 | - |
Insurance | 2.74 | 3.08 |
Leisure Services | 3.74 | 6.26 |
Petroleum Products | - | 4.25 |
IT - Software | - | 4.7 |
IT - Services | - | 2.78 |
Diversified FMCG | - | 3.03 |
Entertainment | - | 1.71 |
Healthcare Services | - | 2.7 |
Diversified | - | 3.97 |
Industrial Manufacturing | - | 2.89 |
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