SBI Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
SBI Focused Equity Fund - Regular Plan -Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34678 Cr | ₹3361 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 2004 | 29 Sep 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 12% | 84% |
Expense Ratio | 1.57 | 1.87 |
Manager | Pradeep Kesavan | Hiten Jain |
ISIN Code | INF200K01370 | INF205KA1189 |
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 | Invesco India Focused 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 | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | 3.17% | 5.32% |
6 Month | 4.36% | -1.99% |
1 Year | 11.36% | 16.45% |
3 Year | 16.76% | 25.54% |
5 Year | 22.07% | - |
SIP Return Analysis
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 2.39% | 1.17% |
1 Year | 1.78% | -2.61% |
3 Year | 14.42% | 24.36% |
5 Year | 14.57% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 16.38% | 18.19% |
3 Year | 15.32% | 20.8% |
5 Year | 16.61% | - |
Risk Management
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 12.03% | 15.823% |
Sharp | 0.65% | 0.731% |
Beta | 0.72% | 0.973% |
Alpha | 0.76% | 5.017% |
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Fund Managers
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Name | Pradeep Kesavan | Hiten Jain |
Total AUM | ₹434274 Cr | ₹4078 Cr |
Funds Managed | 43 | 4 |
SBI Focused Equity Fund - Regular Plan -Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 18.92 | 6.39 |
Large Cap | 44.17 | 56.74 |
Small Cap | 8.17 | 14.1 |
Mid Cap | 28.74 | 22.77 |
Sector Allocation
Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 18.92 | 6.39 |
Telecom - Services | 5.14 | - |
Retailing | 1.98 | - |
Banks | 21.69 | - |
Automobiles | 3.19 | - |
Cement & Cement Products | 3.2 | - |
Auto Components | 7.34 | - |
Consumer Durables | 1.15 | - |
Electrical Equipment | 2.37 | - |
Personal Products | 3.67 | - |
Finance | 9.39 | - |
Chemicals & Petrochemicals | 4.47 | - |
Pharmaceuticals & Biotechnology | 3.77 | - |
Food Products | 2.46 | - |
Transport Infrastructure | 2.35 | - |
Textiles & Apparels | 2.3 | - |
Leisure Services | 3.66 | - |
Power | 2.95 | - |
Technology | - | 13.99 |
Industrials | - | 26.95 |
Healthcare | - | 10.98 |
Financial Services | - | 17.84 |
Basic Materials | - | 3.86 |
Consumer Cyclical | - | 15.09 |
Consumer Defensive | - | 4.89 |
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