SBI Focused Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
18.13%
3Y Return
14.7%
Agar aapko long-term wealth creation ke liye ek achha mutual fund chunna hai, toh yahaan hum aapko do fund ke beech ka comparison karte hain. SBI Focused Fund aur Edelweiss Mutual Fund Large Cap Fund do alag-alag category ka fund hai, lekin kya aapko pata hai ki kis fund mein aapko invest karna chahiye? Dekho, main aapko dikhunga.
| Parameter | ASBI Focused Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 432.21 | 497.22 |
| AUM (₹ Cr) | 4.60 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 1.47% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 12.9 |
| Sharpe Ratio | 0.88 | 0.64 |
| 1 Year Return (%) | 12.11% | -4.02% |
| 3 Year Return (%) | 18.13% | 14.7% |
| 5 Year Return (%) | 15.02% | 12.03% |
| Since Launch (%) | 15.63% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 45% | 32% |
🤖 AI Verdict – Which is Better?
Haan, humne do fund ke beech ka comparison kiya hai aur pata lagaya hai ki SBI Focused Fund aapke liye better option hai. Iska sabse bada karan hai ki yeh fund aapko 3 year mein 18.13% ki return deta hai, jiska expense ratio 1.47% hai. Yeh fund aapko ek high return deta hai lekin expense ratio bhi high hai. Lekin agar aap apne investment ko long-term mein dikhate hain, toh yeh fund aapke liye accha 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Aap SIP ke madhyam se kisi bhi fund mein invest kar sakte hain, lekin kis fund mein invest karna chahiye? Dekho, main aapko batata hoon. SBI Focused Fund ki volatility 13.25 hai aur expense ratio bhi high hai, lekin yeh fund aapko 5 year mein 15.02% ki return deta hai. Edelweiss Mutual Fund Large Cap Fund ki volatility 12.9 hai aur expense ratio 0.52% hai, lekin yeh fund aapko 5 year mein 12.03% ki return deta hai. Lekin SIP ke madhyam se invest karte samay fund ki volatility aur expense ratio ka dhyan rakhna zaroori hai.
⚠️ Risk & Cost Analysis
Agar aapko risk ki chinta hai, toh aapko pata hai ki SBI Focused Fund ki riskometer Very High hai aur volatility 13.25 hai. Lekin yeh fund aapko 5 year mein 15.02% ki return deta hai. Edelweiss Mutual Fund Large Cap Fund ki riskometer bhi Very High hai aur volatility 12.9 hai, lekin yeh fund aapko 5 year mein 12.03% ki return deta hai. Sharpe ratio ke madhyam se bhi dekha jata hai ki SBI Focused Fund aapko better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Agar aapko portfolio diversification ka khayal hai, toh aapko pata hai ki SBI Focused Fund mein asset allocation ke liye 76.29% equity, 14.88% foreign equity, 0.74% debentures aur 0.16% T-Bills hai. Edelweiss Mutual Fund Large Cap Fund mein asset allocation ke liye 96.00% equity aur 4.00% T-Bills hai. Lekin SBI Focused Fund mein asset allocation ka balance hai, aur yeh fund aapko sector risk se bachata hai.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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?
Sach ye hai ki SBI Focused Fund aapko 5 year mein 15.02% ki return deta hai, jiska 3 year return 18.13% hai. Isliye, SBI Focused Fund aapke liye better option hai.
Q2: Is the higher risk fund worth it?
Haan, high risk fund worth hai agar aapko long-term wealth creation ka khayal hai. SBI Focused Fund ki volatility 13.25 hai, lekin yeh fund aapko better risk-adjusted returns deta hai. Sharpe ratio ke madhyam se bhi dekha jata hai ki SBI Focused Fund aapko better risk-adjusted returns deta hai.
Q3: Which fund is more cost-effective?
Edelweiss Mutual Fund Large Cap Fund expense ratio 0.52% hai, jo ki SBI Focused Fund ki expense ratio 1.47% se choti hai. Isliye, Edelweiss Mutual Fund Large Cap Fund aapke liye cost-effective option 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