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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 5.92% 4.93%
6 Month -1.69% -4.19%
1 Year 13.39% 12.13%
3 Year 12.16% 13.51%
5 Year 21% 26.77%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month 1.89% 2.58%
1 Year 3.62% -1.16%
3 Year 15.8% 14%
5 Year 15.69% 16.98%

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 0.39% 0.4%
Beta 0.73% 0.9%
Alpha -0.42% -0.69%

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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 23.8 5.95
Small Cap 8.33 16.75
Large Cap 38.05 56.47
Mid Cap 29.82 20.83

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 5.74 5.95
Communication Services 9.72 2.89
Consumer Cyclical 19.18 21.99
Financial Services 31.96 37.63
Basic Materials 6.93 3.08
Industrials 5.04 11.6
Consumer Defensive 6.57 -
Healthcare 7.85 7.03
Utilities 2.68 -
Technology 4.32 4.75
Energy - 5.08

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