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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