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	1.63%	-
6 Month	10.62%	8.47%
1 Year	8.75%	-3%
3 Year	16.77%	16.69%
5 Year	20.3%	19.81%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	4.54%	2%
1 Year	18.34%	8.56%
3 Year	17.48%	13.03%
5 Year	15.47%	14.32%

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%	12.87%
Sharp	0.86%	0.73%
Beta	0.7%	0.93%
Alpha	1.7%	0.66%

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	20.81	9.03
Mid Cap	29.22	16.95
Large Cap	42.86	58.64
Small Cap	7.11	15.38

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	4.56	6.62
Communication Services	12.47	-
Consumer Cyclical	20.32	8.37
Basic Materials	9.75	2.36
Financial Services	31.11	26.1
Industrials	4.4	10.69
Consumer Defensive	5.43	1.94
Healthcare	2.59	16.76
Utilities	5.59	6.34
Technology	3.78	14.36
Energy	-	4.17
Real Estate	-	2.29