What is the risk comparison between SBI Focused Fund - Regular Plan -Growth and Tata Focused Fund-Regular Plan-Growth?

SBI Focused Fund - Regular Plan -Growth is equally volatile than Tata Focused Fund-Regular Plan-Growth. Choose a fund based on your risk tolerance and goals.

SBI Focused Fund - Regular Plan -Growth vs Tata Focused Fund-Regular Plan-Growth: Which has better AUM growth?

SBI Focused Fund - Regular Plan -Growth has Rs 43173.02 crore in AUM and Tata Focused Fund-Regular Plan-Growth has Rs 1858.61 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, SBI Focused Fund - Regular Plan -Growth or Tata Focused Fund-Regular Plan-Growth?

SBI Focused Fund - Regular Plan -Growth has an expense ratio of 1.57% and Tata Focused Fund-Regular Plan-Growth has 2.04%. SBI Focused Fund - Regular Plan -Growth has a lower ratio, which means it can give better net returns.

SBI Focused Fund - Regular Plan -Growth or Tata Focused Fund-Regular Plan-Growth: Which beats its benchmark more consistently?

SBI Focused Fund - Regular Plan -Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Tata Focused Fund-Regular Plan-Growth with 15.95%. Tata Focused Fund-Regular Plan-Growth has performed better against its benchmark.

SBI Focused Equity Fund vs Tata Focused Equity Fund compare

Compare Up to 4 FundsFree Analysis

SBI Focused Fund - Regular Plan -Growth

Focusedmedium Risk

Tata Focused Fund-Regular Plan-Growth

Focusedmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

16.89 %

Expense Ratio

1.57 %

The trade-off:

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Returns (5Y)

15.71 %

Expense Ratio

2.04 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

SBI Focused Fund - Regular Plan -Growth

Tata Focused Fund-Regular Plan-Growth

Basic Overview

Current NAV

₹ 373.54

₹ 23.05

Benchmark

BSE 500 TRI

NIFTY 500 TRI

Fund Size (AUM)

₹43173 Cr

₹1859 Cr

Expense Ratio

1.57%

2.04%

Launch Date

08 Oct 2004

05 Dec 2019

SIP Returns

1 Year Return

19.88%

9.57%

3 Year Return

16.89%

10.49%

5 Year Return

15.20%

12.60%

Since Inception

16.84%

19.84%

Trailing Returns

1 Month Return

-1.68%

-2.19%

3 Month Return

6.59%

-0.34%

1 Year Return

14.17%

5.64%

3 Year Return

19.07%

15.21%

5 Year Return

16.89%

15.71%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

3.87

-0.98

Beta

0.73

0.91

Sharpe Ratio

1.12

0.72

Standard Deviation

12.03

12.55

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 5,000

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

SBI Focused Fund - Regular Plan -Growth3 /100

Outstanding protection during market downturns.

Tata Focused Fund-Regular Plan-Growth3 /100

More vulnerable during market declines.

SBI Focused Fund - Regular Plan -Growth3 /100

Outstanding protection during market downturns.

Tata Focused Fund-Regular Plan-Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

SBI Focused Fund - Regular Plan -Growth0.0%

Tata Focused Fund-Regular Plan-Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

SBI Focused Fund - Regular Plan -Growthslow

Tata Focused Fund-Regular Plan-Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Focused Fund - Regular Plan -Growth had a 5-year average annual growth rate of 16.89%, while Tata Focused Fund-Regular Plan-Growth's was 15.71%. SBI Focused Fund - Regular Plan -Growth is better for long-term growth.