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SBI Focused Equity Fund vs Quant Focused Fund compare

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

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tortoise-icon Quant Focused Fund-Growth

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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 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%

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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

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