SBI Focused Equity Fund vs Quant Focused Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 12% | % |
Expense Ratio | 1.57 | 2.18 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200K01370 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Month | 5.92% | 3.77% |
6 Month | -1.69% | -9.3% |
1 Year | 13.39% | -3.69% |
3 Year | 12.16% | 12.76% |
5 Year | 21% | 25.45% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | 1.89% | -0.99% |
1 Year | 3.62% | -12.39% |
3 Year | 15.8% | 12.63% |
5 Year | 15.69% | 16.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 16.6% | 14.72% |
3 Year | 15.37% | 17.33% |
5 Year | 16.58% | 15.7% |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 12.03% | 15.933% |
Sharp | 0.39% | 0.641% |
Beta | 0.73% | 1.052% |
Alpha | -0.42% | 1.751% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 23.8 | 18.43 |
Small Cap | 8.33 | 4.33 |
Large Cap | 38.05 | 68.17 |
Mid Cap | 29.82 | 9.06 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 5.74 | 18.43 |
Communication Services | 9.72 | - |
Consumer Cyclical | 19.18 | 3.08 |
Financial Services | 31.96 | 21.53 |
Basic Materials | 6.93 | 9.44 |
Industrials | 5.04 | 7.74 |
Consumer Defensive | 6.57 | 11.06 |
Healthcare | 7.85 | 2.82 |
Utilities | 2.68 | 8.14 |
Technology | 4.32 | 3.07 |
Energy | - | 14.67 |
Top Comparisons
HDFC Value Fund - Growth Plan
3Y Returns17.23%
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns19.01%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.49%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.43%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.98%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns14.55%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.88%
Franklin India Prima Fund-Growth
3Y Returns21.18%