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) ₹35030 Cr ₹1056 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 01 Aug 2008
Category Focused Focused
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% %
Expense Ratio 1.57 2.18
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200K01370 INF966L01374
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Quant Focused Fund-Growth
1 Month 3.09% -0.84%
6 Month 17.8% 13.98%
1 Year 27.84% 47.86%
3 Year 12.84% 22.43%
5 Year 19.92% 25.62%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Quant Focused Fund-Growth
6 Month - -
1 Year 14.6% 21.56%
3 Year 29.99% 49.5%
5 Year 60.67% 96.11%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Quant Focused Fund-Growth
1 Year 19.8% 26.82%
3 Year 45.89% 67.17%
5 Year 65.97% 99.29%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Quant Focused Fund-Growth
Standard Deviation 12.03% 14.85%
Sharp 0.74% 1%
Beta 0.71% 0.93%
Alpha 0.22% 2.03%

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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
Fund Manage 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 26.1 19.96
Mid Cap 35.83 -
Large Cap 36.81 80.06
Small Cap 1.26 -

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Quant Focused Fund-Growth

Services 13.09 -
Financial 32.95 33.77
Communication 9.67 -
Chemicals 5.32 -
Others 8.42 -5.45
Consumer Staples 7.5 24.01
Healthcare 9.13 1.33
Automobile 3.64 -
Insurance 3.3 8.4
Materials 2.95 1.97
Textiles 2.04 -
Consumer Discretionary 1.99 -
Energy - 24.78
Capital Goods - 5.61
Technology - 5.6

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