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Tata Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Fund - Regular Plan -Growth

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tortoise-icon 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) ₹37764 Cr ₹1813 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 Fund - Regular Plan -Growth Tata Focused Fund-Regular Plan-Growth
1 Month 3.49% 2.09%
6 Month 15.2% 14.33%
1 Year 6.96% -5.68%
3 Year 14.97% 14.97%
5 Year 19.36% 20.07%

SIP Return Analysis

Scheme Name SBI Focused Fund - Regular Plan -Growth Tata Focused Fund-Regular Plan-Growth
6 Month 4.48% 3.9%
1 Year 14.96% 8.22%
3 Year 16.76% 13.85%
5 Year 15.2% 14.8%

Rolling Lumpsum Returns

Scheme Name SBI Focused Fund - Regular Plan -Growth Tata Focused Fund-Regular Plan-Growth
1 Year 16.19% 19.73%
3 Year 15.37% 18.87%
5 Year 16.68% 21.71%

Risk Management

Scheme Name SBI Focused Fund - Regular Plan -Growth Tata Focused Fund-Regular Plan-Growth
Standard Deviation 12.03% 13.13%
Sharp 0.8% 0.62%
Beta 0.69% 0.93%
Alpha 2.01% 0.77%

Fund Managers

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

Market Cap

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Tata Focused Fund-Regular Plan-Growth

Others 21.43 9.79
Mid Cap 30.8 15.42
Large Cap 40.48 56.53
Small Cap 7.3 18.27

Sector Allocation

Scheme Name

SBI Focused Fund - Regular Plan -Growth

Tata Focused Fund-Regular Plan-Growth

Others 5.91 9.79
Communication Services 11.51 -
Consumer Cyclical 20.85 9.41
Basic Materials 10.48 2.36
Financial Services 31.27 26.76
Industrials 4.92 7.99
Consumer Defensive 5.55 1.93
Healthcare 3.08 15.33
Utilities 2.42 6.83
Technology 4 13.58
Energy - 4.24
Real Estate - 1.78

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