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SBI Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Tata Focused Equity 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 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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