SBI Focused Fund vs Edelweiss 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
14.24%
Today, humein do funds ke beech comparison karna hai, SBI Focused Fund aur Edelweiss Mutual Fund Multi Cap Fund. Ye dono funds Multi Cap category mein aate hain. Aapke paas aayen humein in dono funds ke 3Y return, expense ratio aur riskometer ke beech comparison karna hai.
Sach ye hai, apne investment ke liye fund chunne ke liye aapko sahi information ki zaroorat hoti hai. Isse aap apne investment ke liye better decision le sakte hain. Dekho, hum aapko in dono funds ke vishay mein jankari denge.
| Parameter | ASBI Focused Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 432.21 | 15.12 |
| AUM (₹ Cr) | 4.60 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 1.47% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 15.25 |
| Sharpe Ratio | 0.88 | 0.68 |
| 1 Year Return (%) | 12.11% | 3.12% |
| 3 Year Return (%) | 18.13% | 14.24% |
| 5 Year Return (%) | 15.02% | 8.32% |
| Since Launch (%) | 15.63% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 30 October 2023 |
| 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 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% | 55% |
🤖 AI Verdict – Which is Better?
Ab hum aapko baatayenge ki fund B, Edelweiss Mutual Fund Multi Cap Fund, aapke liye better hoga. Iska reason hai ki fund B ka 3Y return 14.24% hai, jiska 5Y return 8.32% hai. Yeh return fund A ke 3Y return 18.13% aur 5Y return 15.02% ke liye kam hai. Haan, fund A ka expense ratio 1.47% hai, jiska fund B ka expense ratio 1.68% hai, lekin fund B ka riskometer bhi very high hai, jiska fund A ka riskometer very high hai. Dekho, fund B ka expense ratio fund A se jyada hai, lekin fund B ka 3Y return fund A ke 3Y return se kam hai.
Sach ye hai, fund B ka 3Y return fund A ke 3Y return se kam hai, lekin fund A ka expense ratio fund B se kam hai. Isliye, hum fund A ko better fund maante hain. Chaliye, hum aapko fund A aur fund B ke beech comparison karte hain.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Ab hum aapko baatayenge ki fund A aur fund B ka SIP suitabilty kaunsa hai. Dekho, fund A ka 3Y return 18.13% hai, jiska fund B ka 3Y return 14.24% hai. Yeh return fund A ke liye consistent hai, lekin fund B ke liye kam hai. Haan, fund B ka expense ratio fund A se jyada hai, lekin fund B ka riskometer bhi very high hai.
Sach ye hai, fund A ka 3Y return fund B ke 3Y return se jyada hai, lekin fund B ka expense ratio fund A se jyada hai. Isliye, hum fund A ko better fund maante hain.
⚠️ Risk & Cost Analysis
Ab hum aapko baatayenge ki fund A aur fund B ka riskometer, volatility, Sharpe ratio aur expense ratio ka comparison karna hai. Dekho, fund A ka riskometer very high hai, jiska fund B ka riskometer bhi very high hai. Haan, fund A ka volatility 13.25 hai, jiska fund B ka volatility 15.25 hai. Yeh volatility fund B ke liye jyada hai.
Sach ye hai, fund A ka Sharpe ratio 0.88 hai, jiska fund B ka Sharpe ratio 0.68 hai. Yeh Sharpe ratio fund A ke liye jyada hai. Isliye, hum fund A ko better fund maante hain.
📊 Portfolio Diversification
Ab hum aapko baatayenge ki fund A aur fund B ka asset allocation aur top holdings concentration ka comparison karna hai. Dekho, fund A ka asset allocation Equity: 76.29%, Forgn. Eq: 14.88%, Debenture: 0.74%, aur T-Bills: 0.16% hai. Fund B ka asset allocation Equity: 97.00%, aur T-Bills: 3.00% hai. Yeh asset allocation fund A ke liye jyada diversified hai.
Sach ye hai, fund A ka asset allocation fund B se jyada diversified hai. Isliye, hum fund A ko better fund maante hain.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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?
Answer based on 5Y/3Y returns. Fund A ka 3Y return 18.13% hai, jiska 5Y return 15.02% hai. Yeh return fund B ke 3Y return 14.24% aur 5Y return 8.32% se jyada hai. Isliye, fund A aapke liye better fund hoga.
Q2: Is the higher risk fund worth it?
Answer comparing volatility and Sharpe ratio. Fund A ka riskometer very high hai, jiska fund B ka riskometer bhi very high hai. Haan, fund A ka volatility 13.25 hai, jiska fund B ka volatility 15.25 hai. Yeh volatility fund B ke liye jyada hai. Fund A ka Sharpe ratio 0.88 hai, jiska fund B ka Sharpe ratio 0.68 hai. Yeh Sharpe ratio fund A ke liye jyada hai. Isliye, fund A aapke liye better fund hoga.
Q3: Which fund is more cost-effective?
Answer comparing expense ratio and exit load (if provided). Fund A ka expense ratio 1.47% hai, jiska fund B ka expense ratio 1.68% hai. Yeh expense ratio fund A ke liye kam hai. Isliye, fund A aapke liye cost-effective fund hoga.
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