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SBI Focused Equity Fund vs Tata Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34678 Cr | ₹1739 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.72% | 5.96% |
| 6 Month | -0.56% | -8.07% |
| 1 Year | 10.94% | 5.39% |
| 3 Year | 14.94% | 15.65% |
| 5 Year | 21.74% | 23.06% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.21% | -1.67% |
| 1 Year | 2.37% | -10.05% |
| 3 Year | 14.84% | 11.98% |
| 5 Year | 14.73% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.6% | 22.62% |
| 3 Year | 15.37% | 19.32% |
| 5 Year | 16.58% | 18.37% |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.255% |
| Sharp | 0.65% | 0.518% |
| Beta | 0.72% | 0.995% |
| Alpha | 0.76% | -0.625% |
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Fund Managers
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Kapil Malhotra |
| Total AUM | ₹434274 Cr | ₹18472 Cr |
| Funds Managed | 43 | 7 |
| SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 18.92 | 4.77 |
| Large Cap | 44.17 | 58.06 |
| Small Cap | 8.17 | 20.69 |
| Mid Cap | 28.74 | 16.49 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 18.92 | 4.77 |
| Telecom - Services | 5.14 | - |
| Retailing | 1.98 | - |
| Banks | 21.69 | - |
| Automobiles | 3.19 | - |
| Cement & Cement Products | 3.2 | - |
| Auto Components | 7.34 | - |
| Consumer Durables | 1.15 | - |
| Electrical Equipment | 2.37 | - |
| Personal Products | 3.67 | - |
| Finance | 9.39 | - |
| Chemicals & Petrochemicals | 4.47 | - |
| Pharmaceuticals & Biotechnology | 3.77 | - |
| Food Products | 2.46 | - |
| Transport Infrastructure | 2.35 | - |
| Textiles & Apparels | 2.3 | - |
| Leisure Services | 3.66 | - |
| Power | 2.95 | - |
| Energy | - | 4.04 |
| Consumer Cyclical | - | 16.91 |
| Industrials | - | 13.18 |
| Financial Services | - | 28.27 |
| Healthcare | - | 7.4 |
| Communication Services | - | 1.99 |
| Basic Materials | - | 2.32 |
| Real Estate | - | 2.06 |
| Technology | - | 12.7 |
| Utilities | - | 6.35 |
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