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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) ₹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 6.06% 6.27%
6 Month -5.04% -11.39%
1 Year 11.41% 8.39%
3 Year 11.75% 12.53%
5 Year 22.15% 28.03%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month -0.77% -3.17%
1 Year 0.34% -7.62%
3 Year 15.07% 12.2%
5 Year 15.58% 16.4%

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 0.34% 0.43%
Beta 0.72% 0.91%
Alpha -0.88% -0.32%

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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
Funds Managed 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 25.53 6.92
Small Cap 8.08 16.84
Large Cap 34.41 54.78
Mid Cap 31.98 21.46

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 5.98 6.92
Communication Services 12.32 3.12
Consumer Cyclical 18.47 20.65
Financial Services 30.1 36.38
Basic Materials 7.64 3.18
Industrials 5.11 11.91
Consumer Defensive 6.43 -
Healthcare 8.04 7.25
Utilities 2.49 -
Technology 3.42 5.5
Energy - 5.08

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