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SBI Focused Equity Fund vs Tata Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹37122 Cr | ₹1796 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 Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.21% | 2.55% |
| 6 Month | 8.06% | -1.22% |
| 1 Year | 9.4% | 1.35% |
| 3 Year | 19.5% | 20.02% |
| 5 Year | 20.87% | 22.57% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.63% | 7.6% |
| 1 Year | 17.48% | 3.96% |
| 3 Year | 19.1% | 16% |
| 5 Year | 17.11% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.38% | 20.84% |
| 3 Year | 15.32% | 18.86% |
| 5 Year | 16.61% | 19.02% |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.17% |
| Sharp | 0.91% | 0.72% |
| Beta | 0.71% | 0.94% |
| Alpha | 1.58% | -0.41% |
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Fund Managers
| Scheme Name | SBI Focused Equity 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 Equity Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 16.74 | 4.77 |
| Large Cap | 45.61 | 58.06 |
| Small Cap | 7.62 | 20.69 |
| Mid Cap | 30.03 | 16.49 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 16.74 | 4.77 |
| Telecom - Services | 5.49 | - |
| Retailing | 1.79 | - |
| Banks | 23.11 | - |
| Automobiles | 3.24 | - |
| Cement & Cement Products | 3.05 | - |
| Auto Components | 7.6 | - |
| Consumer Durables | 1.14 | - |
| Electrical Equipment | 2.1 | - |
| Personal Products | 3.76 | - |
| Chemicals & Petrochemicals | 5.12 | - |
| Pharmaceuticals & Biotechnology | 3.63 | - |
| Finance | 9.08 | - |
| Food Products | 2.26 | - |
| Transport Infrastructure | 2.36 | - |
| Textiles & Apparels | 2.4 | - |
| Leisure Services | 4.14 | - |
| Power | 2.99 | - |
| 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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