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)	₹38917 Cr	₹1819 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	2.77%	1.92%
6 Month	11.17%	6.76%
1 Year	12.18%	1%
3 Year	16.22%	14.5%
5 Year	19.67%	19.49%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	5.54%	3.23%
1 Year	20.22%	10.14%
3 Year	17.85%	12.84%
5 Year	15.56%	14.06%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	16.06%	18.6%
3 Year	15.34%	18.64%
5 Year	16.74%	20.38%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.03%	12.52%
Sharp	0.86%	0.65%
Beta	0.7%	0.91%
Alpha	1.7%	-0.40%

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	15.21	9.03
Large Cap	55.01	58.64
Mid Cap	22.66	16.95
Small Cap	7.12	15.38

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	15.21	6.62
Telecom - Services	4.7	-
Retailing	4.46	-
Consumer Durables	4.35	-
Banks	20.42	-
Automobiles	3.42	-
Cement & Cement Products	2.78	-
Auto Components	6.88	-
Electrical Equipment	1.87	-
Personal Products	3.27	-
Chemicals & Petrochemicals	3.77	-
Pharmaceuticals & Biotechnology	2.59	-
Finance	10.69	-
Food Products	2.16	-
Transport Infrastructure	2.52	-
Textiles & Apparels	1.99	-
Leisure Services	3.33	-
Power	5.59	-
Energy	-	4.17
Technology	-	14.36
Consumer Cyclical	-	8.37
Industrials	-	10.69
Consumer Defensive	-	1.94
Financial Services	-	26.1
Healthcare	-	16.76
Real Estate	-	2.29
Basic Materials	-	2.36
Utilities	-	6.34