SBI Focused Fund vs Angel One Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
18.13%
3Y Return
12.7%
Ab aapke paas do mutual funds hain - SBI Focused Fund aur Angel One Mutual Fund Multi Cap Fund - dono hi multi cap category me hain. Ye article hum aapko batayenge ki aapko dono funds ke beech ki aavashyakta kya hai aur kis fund me aapko invest karna chahiye. Dekho, aapke paiso ka vikas aapki jaankari ke beech hoga.
| Parameter | ASBI Focused Fund - Direct Plan - Growth | BAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 432.21 | 8.38 |
| AUM (₹ Cr) | 4.60 Lac Cr | 1.86 Lac Cr |
| Expense Ratio (%) | 1.47% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 13.4 |
| Sharpe Ratio | 0.88 | 1.52 |
| 1 Year Return (%) | 12.11% | -11.42% |
| 3 Year Return (%) | 18.13% | 12.7% |
| 5 Year Return (%) | 15.02% | 7.44% |
| Since Launch (%) | 15.63% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 45% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye 3Y return, expense ratio aur risk ka vishleshan karna jaruri hai. Haan, yah fund better hai aur aapko isme SIP karne chahiye. Dekho, aapke paiso ka vikas aapki jaankari ke beech hoga.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 12.7%
- AUM: 1.86 Lac Cr
- Sharpe Ratio: 1.52
📈 SIP Suitability
Monthly SIP ke liye, jo fund consistent aur vishwasnayak return deta hai, usme invest karna chahiye. Chaliye, hum SBI Focused Fund aur Angel One Mutual Fund Multi Cap Fund ke beech ki tulna karte hain. SBI Focused Fund 5Y return me 15.02% hai, jabki Angel One Mutual Fund Multi Cap Fund 5Y return me 7.44% hai. Dekho, aapke paiso ka vikas aapki jaankari ke beech hoga.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ka vishleshan karna jaruri hai. Haan, SBI Focused Fund ki expense ratio 1.47% hai, jabki Angel One Mutual Fund Multi Cap Fund ki expense ratio 1.68% hai. Lekin SBI Focused Fund ki volatility 13.25 hai, jabki Angel One Mutual Fund Multi Cap Fund ki volatility 13.4 hai. Sach ye hai, SBI Focused Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka vishleshan karna jaruri hai. Chaliye, hum dono funds ke asset allocation ke beech ki tulna karte hain. SBI Focused Fund me equity 76.29% hai, foreign equity 14.88% hai, debenture 0.74% hai aur T-Bills 0.16% hai. Jabki Angel One Mutual Fund Multi Cap Fund me equity 97.00% hai aur T-Bills 3.00% hai. Dekho, SBI Focused Fund better asset allocation deta hai.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% annual return (3Y)
Angel One Mutual Fund Multi Cap Fund
₹1211348.26
@12.7% 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 5Y return me 15.02% hai, jabki Angel One Mutual Fund Multi Cap Fund 5Y return me 7.44% hai. To, SBI Focused Fund better returns deta hai.
Q2: Is the higher risk fund worth it?
SBI Focused Fund ki volatility 13.25 hai, jabki Angel One Mutual Fund Multi Cap Fund ki volatility 13.4 hai. Lekin SBI Focused Fund ki Sharpe ratio 0.88 hai, jabki Angel One Mutual Fund Multi Cap Fund ki Sharpe ratio 1.52 hai. To, SBI Focused Fund better risk-adjusted returns deta hai.
Q3: Which fund is more cost-effective?
SBI Focused Fund ki expense ratio 1.47% hai, jabki Angel One Mutual Fund Multi Cap Fund ki expense ratio 1.68% hai. To, SBI Focused Fund more cost-effective 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