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Tata Focused Equity Fund vs SBI Focused Equity Fund compare
SBI Focused Fund - Regular Plan -Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹42773 Cr | ₹1881 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 | 1.76% | -0.52% |
| 6 Month | 10.79% | 4.43% |
| 1 Year | 14.74% | -0.97% |
| 3 Year | 18.18% | 13.9% |
| 5 Year | 16.97% | 16.39% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.5% | 0.22% |
| 1 Year | 22.68% | 7.66% |
| 3 Year | 18.63% | 11.47% |
| 5 Year | 16.12% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.8% | 16.84% |
| 3 Year | 15.44% | 18.29% |
| 5 Year | 16.84% | 19.98% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.46% |
| Sharp | 1.03% | 0.59% |
| Beta | 0.73% | 0.90% |
| Alpha | 3.76% | -0.41% |
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 | 31.97 | 7.53 |
| Mid Cap | 27.14 | 11.1 |
| Large Cap | 35.96 | 71.56 |
| Small Cap | 4.93 | 9.81 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.43 | 5.77 |
| Communication Services | 13.54 | - |
| Consumer Cyclical | 16.55 | 10.1 |
| Basic Materials | 9.26 | 6.64 |
| Financial Services | 31.7 | 27.61 |
| Industrials | 1.57 | 9.29 |
| Consumer Defensive | 4.95 | 1.84 |
| Healthcare | 4.23 | 12.97 |
| Utilities | 9.47 | 5.47 |
| Technology | 4.3 | 12.83 |
| Energy | - | 4.63 |
| Real Estate | - | 2.86 |
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