SBI Focused Equity Fund vs Tata Focused Equity Fund compare

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SBI Focused Fund - Regular Plan -Growth

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Fund	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹42773 Cr	₹1881 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 2004	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	12%	32.33%
Expense Ratio	1.57	2.04
Manager	Pradeep Kesavan	Kapil Malhotra
ISIN Code	INF200K01370	INF277K010Y2
Exits Load	SBI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Month	0.77%	0.79%
6 Month	7.5%	3.27%
1 Year	14.2%	-0.47%
3 Year	18.46%	15.02%
5 Year	16.76%	16.24%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	6.01%	2.8%
1 Year	23.08%	13.01%
3 Year	18.29%	11.99%
5 Year	15.8%	13.36%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	15.82%	16.72%
3 Year	15.46%	18.24%
5 Year	16.85%	19.91%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.03%	12.55%
Sharp	1.03%	0.67%
Beta	0.73%	0.9%
Alpha	3.76%	-0.69%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Name	Pradeep Kesavan	Kapil Malhotra
Total AUM	₹434274 Cr	₹18472 Cr
Funds Managed	43	7
	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	16.69	5.77
Large Cap	55.4	73.32
Mid Cap	22.98	11.1
Small Cap	4.93	9.81

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	16.69	5.77
Telecom - Services	4.84	-
Retailing	5.11	-
Consumer Durables	3.56	-
Banks	16.33	22.13
Automobiles	2.8	1.56
Cement & Cement Products	2.28	6.64
Auto Components	6.3	3.49
Electrical Equipment	1.57	-
Personal Products	2.68	-
Finance	15.37	2.07
Chemicals & Petrochemicals	3.41	-
Pharmaceuticals & Biotechnology	2.68	6.47
Food Products	2.26	-
Textiles & Apparels	1.7	2.81
Leisure Services	2.95	2.24
Power	9.47	5.46
Petroleum Products	-	4.63
IT - Software	-	11.3
Construction	-	5.18
Diversified FMCG	-	1.84
Healthcare Services	-	6.5
Insurance	-	3.41
Realty	-	2.86
Commercial Services & Supplies	-	1.53
Transport Infrastructure	-	4.11