Fincash » DSP BlackRock Focus Fund Vs SBI Focused Equity Fund
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DSP BlackRock Focus Fund Vs SBI Focused Equity Fund
DSP BlackRock Focus Fund Vs SBI Focused Equity Fund, both the schemes are a part of the focused Equity Funds. Though these schemes belong to the same category, nevertheless; there are a number of differences between them. focused fund are known for their systematic approach in selecting stocks. These funds aim for higher returns by Investing in limited stocks. These funds invests in a limited number of stocks. These funds focus on large-cap, mid, small or multi cap stocks. So, let us understand the differences between DSP BlackRock Focus Fund and SBI Focused Equity Fund for a better investment decision.
DSP BlackRock Focus Fund (Erstwhile DSP BlackRock Focus 25 Fund)
DSP BlackRock Focus Fund (earlier known as DSP BlackRock Focus 25 Fund) is a part of DSP BlackRock Mutual Fund that was launched on June 10, 2010. The objective of DSP BlackRock Focus Fund is to attain long-term Capital growth from a Portfolio of equity and equity-related instruments of a maximum of 30 companies.
As on March 31, 2018, the top five holdings that were a part of DSP BlackRock Focus Fund’s portfolio were HDFC Bank Limited, Maruti Suzuki India Limited, Larsen & Toubro Limited, Reliance Industries Limited, and IndusInd Bank Limited.
Based on the Asset Allocation of the scheme, it invests around 65-100% of its fund money in equity instruments while the remaining in fixed Income instruments. DSP BlackRock Focus Fund uses S&PP BSE 200 TRI as its benchmark index to construct its portfolio.
SBI Focused Equity Fund (Erstwhile SBI Emerging Businesses)
SBI Focused Equity Fund (earlier known as SBI Emerging Businesses) was launched in the year October 11, 2004. The aim of the scheme is to provide long-term capital appreciation by investing in a concentrated portfolio of equity and related securities of up to 30 companies. SBI Focused Equity Fund follows a bottom-up approach to stock-picking and invests in companies across Market capitalization and sectors.
Some of the top holdings of the scheme as on 31/05/2018 are CCIL- Clearing Corporation of India Ltd (CBLO), HDFC Bank Ltd, Procter & Gamble Hygiene and Health Care Ltd, etc.
DSP BlackRock Focus Fund Vs SBI Focused Equity Fund
Both DSP BlackRock Focus Fund and SBI Focused Equity Fund differ on account of various parameters such as performance, NAV, AUM, and so on. These differences exist though both the schemes are a part of the same category. So, let’s understand the differences between these schemes with the help of four sections, namely, basics section, performance section, yearly performance section, and other details section.
Basics Section
Fincash Rating, scheme category, AUM, expense ratio and current NAV are some of the parameters that form part of this basics section. To begin with the scheme category, it can be said that both the schemes belong to the same category of focused-equity fund.
With respect to Fincash Rating, it can be said that DSP Blackrock's scheme is rated as 3-Star and SBI's scheme is rates as 2-Star.
The summary comparison of the basics section is tabulated as follows.
Parameters Basics NAV Net Assets (Cr) Launch Date Rating Category Sub Cat. Category Rank Risk Expense Ratio Sharpe Ratio Information Ratio Alpha Ratio Benchmark Exit Load DSP BlackRock Focus Fund
Growth
Fund Details ₹50.068 ↓ -0.74 (-1.46 %) ₹2,482 on 31 Dec 24 10 Jun 10 ☆☆☆ Equity Focused 27 Moderately High 2.15 0.89 -0.08 2.02 Not Available 0-12 Months (1%),12 Months and above(NIL) SBI Focused Equity Fund
Growth
Fund Details ₹327.572 ↑ 1.92 (0.59 %) ₹34,680 on 31 Dec 24 11 Oct 04 ☆☆ Equity Focused 32 Moderately High 1.63 1.01 -0.81 4.06 Not Available 0-1 Years (1%),1 Years and above(NIL)
Performance Section
It is the second section in the comparison that analyses the difference in the Compounded Annual Growth Rate or CAGR returns between the scheme. These CAGR returns are compared at different time intervals such 3 Month Return, 3 Year Return, 5 Year Return, and Return since Inception. The comparison of performance section shows that in almost all the instances, SBI Focused Equity Fund has performed better as compared to DSP BlackRock Focus Fund. The table given below shows the summary comparison of the performance section.
Parameters Performance 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since launch DSP BlackRock Focus Fund
Growth
Fund Details -4.2% -7.9% -3.6% 12.9% 13.1% 14.1% 11.6% SBI Focused Equity Fund
Growth
Fund Details -0.6% -3.1% -0.2% 16.6% 9.5% 15.7% 18.6%
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Yearly Performance Section
The comparison of absolute returns generated by both the schemes for a particular year is done in the yearly performance section. With respect to absolute returns section, it can be said that for most years DSP BlackRock Focus Fund leads the race. The performance of the yearly performance section is as follows.
Parameters Yearly Performance 2023 2022 2021 2020 2019 DSP BlackRock Focus Fund
Growth
Fund Details 18.5% 34.2% -4.5% 22.3% 9% SBI Focused Equity Fund
Growth
Fund Details 17.2% 22.2% -8.5% 43% 14.5%
Other Details Section
It is the last section in the comparison that includes comparable elements such as minimum SIP investment and minimum lump sum investment, and others. With respect to the minimum SIP, the amount for both the scheme is the same, i.e., INR 500. In case of a minimum lump sum, they differ in both the schemes. For DSP BlackRock Focus Fund it is INR 1,000 and for SBI Focused Equity Fund it is INR 5,000.
The table given below summarizes the comparison of the other details section.
Mr. Harrish Zaveri and Mr. Jay Kothari both jointly manage DSP BlackRock Focus Fund.
The fund is currently managed by R Srinivasan.
Parameters Other Details Min SIP Investment Min Investment Fund Manager DSP BlackRock Focus Fund
Growth
Fund Details ₹500 ₹1,000 Vinit Sambre - 4.59 Yr. SBI Focused Equity Fund
Growth
Fund Details ₹500 ₹5,000 R. Srinivasan - 15.68 Yr.
Growth of 10k Investments over the years
DSP BlackRock Focus Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,896 31 Dec 21 ₹13,322 31 Dec 22 ₹12,728 31 Dec 23 ₹17,078 31 Dec 24 ₹20,244 SBI Focused Equity Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹11,454 31 Dec 21 ₹16,377 31 Dec 22 ₹14,987 31 Dec 23 ₹18,319 31 Dec 24 ₹21,461
Detailed Portfolio Comparison
DSP BlackRock Focus Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 7.06% Equity 92.94% Equity Sector Allocation
Sector Value Financial Services 29.08% Health Care 12.49% Technology 11.21% Basic Materials 9.9% Consumer Cyclical 9.46% Industrials 7.43% Energy 4.59% Real Estate 3.67% Consumer Defensive 2.93% Utility 2.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹149 Cr 1,148,242 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | BAJFINANCE6% ₹146 Cr 221,914 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE5% ₹125 Cr 143,534
↓ -25,593 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹122 Cr 677,687 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | IPCALAB5% ₹116 Cr 753,714 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | AXISBANK4% ₹101 Cr 885,319 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG4% ₹97 Cr 865,160 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹95 Cr 766,081 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY4% ₹94 Cr 507,785 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | PHOENIXLTD4% ₹93 Cr 558,910 SBI Focused Equity Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 7.78% Equity 91.33% Equity Sector Allocation
Sector Value Financial Services 30.29% Consumer Cyclical 18.59% Communication Services 13.12% Health Care 8.58% Basic Materials 7.61% Consumer Defensive 7.14% Industrials 6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL7% ₹2,491 Cr 1,744,857
↓ -155,143 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901576% ₹2,067 Cr 17,000,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN6% ₹1,930 Cr 23,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | MUTHOOTFIN5% ₹1,725 Cr 9,000,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB5% ₹1,667 Cr 2,700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK5% ₹1,616 Cr 9,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK4% ₹1,547 Cr 11,900,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH4% ₹1,513 Cr 952,138 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹1,495 Cr 1,400,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | JUBLFOOD4% ₹1,463 Cr 22,700,000
Therefore, it can be said on the above-mentioned pointers that, there exist numerous differences between both the schemes. As a result, individuals should be careful while choosing any of the schemes for investment. They should have a complete understanding of the scheme and check whether it suits their investment objectives. If required, people can also consult a financial advisor for an opinion. This will help individuals to attain their objectives on time and in a hassle-free manner.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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