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 | 4.3% | 4.4% |
6 Month | -5.75% | -17.86% |
1 Year | 12.38% | -2.95% |
3 Year | 12.51% | 14.2% |
5 Year | 22.18% | 27.98% |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | -0.39% | -5.43% |
1 Year | 0.61% | -18.44% |
3 Year | 14.7% | 11.48% |
5 Year | 15.39% | 16.22% |
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 | 0.34% | 0.641% |
Beta | 0.72% | 1.052% |
Alpha | -0.88% | 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 | 25.53 | 18.43 |
Small Cap | 8.08 | 4.33 |
Large Cap | 34.41 | 68.17 |
Mid Cap | 31.98 | 9.06 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 5.98 | 18.43 |
Communication Services | 12.32 | - |
Consumer Cyclical | 18.47 | 3.08 |
Financial Services | 30.1 | 21.53 |
Basic Materials | 7.64 | 9.44 |
Industrials | 5.11 | 7.74 |
Consumer Defensive | 6.43 | 11.06 |
Healthcare | 8.04 | 2.82 |
Utilities | 2.49 | 8.14 |
Technology | 3.42 | 3.07 |
Energy | - | 14.67 |
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