SBI Focused Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
18.13%
3Y Return
12.96%
Dekho, today humein do mutual funds ke beech ka comparison karna hai - SBI Focused Fund aur Angel One Mutual Fund Mid Cap Fund. Ye don't hai ek comparison jahan humein ek dusre ke beech ki comparison karni hai aur aapko pata chalne ki konsa fund aapke liye achha hai.
| Parameter | ASBI Focused Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 432.21 | 116.77 |
| AUM (₹ Cr) | 4.60 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 1.47% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 14.85 |
| Sharpe Ratio | 0.88 | 0.44 |
| 1 Year Return (%) | 12.11% | -1.93% |
| 3 Year Return (%) | 18.13% | 12.96% |
| 5 Year Return (%) | 15.02% | 12.33% |
| Since Launch (%) | 15.63% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 45% | 25% |
🤖 AI Verdict – Which is Better?
Sach ye hai, konsa fund aapke liye better hai? Humne 3Y return, expense ratio aur riskometer ko dekha hai. Dekho, SBI Focused Fund ka 3Y return 18.13% hai, lekin expense ratio 1.47% hai. Angel One Mutual Fund Mid Cap Fund ka 3Y return 12.96% hai, lekin expense ratio 1.75% hai. Haan, SBI Focused Fund riskometer ke hisaab se bhi very high hai, lekin sharpe ratio 0.88 hai, jo Angel One Mutual Fund Mid Cap Fund ki 0.44 se bhi zyada hai. So, humein lagta hai ki SBI Focused Fund aapke liye better fund hai.
Why consider SBI Focused Fund?
- Expense ratio: 1.47%
- 3Y return: 18.13%
- AUM: 4.60 Lac Cr
- Sharpe Ratio: 0.88
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Tumhare paas monthly SIP karna hai aur tumhe 10+ years ke liye investment karna hai. Dekho, SBI Focused Fund ka 5Y return 15.02% hai, jo consistency aur return stability ke hisaab se bhi better hai. Haan, Angel One Mutual Fund Mid Cap Fund ka 5Y return 12.33% hai, lekin volatility 14.85 hai, jo SBI Focused Fund ki 13.25 se bhi jyada hai. So, SBI Focused Fund aapke liye better fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, sharpe ratio aur expense ratio ke hisaab se humne dekha hai. Dekho, SBI Focused Fund ka riskometer very high hai, lekin sharpe ratio 0.88 hai, jo Angel One Mutual Fund Mid Cap Fund ki 0.44 se bhi jyada hai. Haan, SBI Focused Fund ka expense ratio 1.47% hai, jo Angel One Mutual Fund Mid Cap Fund ki 1.75% se kam hai. So, SBI Focused Fund aapke liye better fund hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se humne dekha hai. Dekho, SBI Focused Fund ka asset allocation equity 76.29% hai, foreign equity 14.88% hai, debenture 0.74% hai aur T-Bills 0.16% hai. Haan, Angel One Mutual Fund Mid Cap Fund ka asset allocation equity 94.00% hai aur T-Bills 6.00% hai. Haan, SBI Focused Fund ka top 3 holdings alphabet inc class A 11.14% hai, state bank of India 6.96% hai, aur icici bank ltd. 6.59% hai. So, SBI Focused Fund aapke liye better fund hai.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
SBI Focused Fund ka 5Y return 15.02% hai, jo Angel One Mutual Fund Mid Cap Fund ka 12.33% se bhi jyada hai.
Q2: Is the higher risk fund worth it?
Haan, SBI Focused Fund ka riskometer very high hai, lekin sharpe ratio 0.88 hai, jo Angel One Mutual Fund Mid Cap Fund ki 0.44 se bhi jyada hai.
Q3: Which fund is more cost-effective?
SBI Focused Fund ka expense ratio 1.47% hai, jo Angel One Mutual Fund Mid Cap Fund ki 1.75% se kam hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price