Tata Focused Equity Fund vs SBI 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)	₹37122 Cr	₹1796 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	3.9%	2.77%
6 Month	6.23%	-3.62%
1 Year	9.25%	-0.22%
3 Year	19.77%	19.93%
5 Year	20.82%	22.16%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	9.63%	7.6%
1 Year	17.48%	3.96%
3 Year	19.1%	16%
5 Year	17.11%	16.7%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	16.38%	20.84%
3 Year	15.32%	18.86%
5 Year	16.61%	19.02%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.03%	14.17%
Sharp	0.91%	0.72%
Beta	0.71%	0.94%
Alpha	1.58%	-0.41%

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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	16.74	4.77
Large Cap	45.61	58.06
Small Cap	7.62	20.69
Mid Cap	30.03	16.49

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	16.74	4.77
Telecom - Services	5.49	-
Retailing	1.79	-
Banks	23.11	-
Automobiles	3.24	-
Cement & Cement Products	3.05	-
Auto Components	7.6	-
Consumer Durables	1.14	-
Electrical Equipment	2.1	-
Personal Products	3.76	-
Chemicals & Petrochemicals	5.12	-
Pharmaceuticals & Biotechnology	3.63	-
Finance	9.08	-
Food Products	2.26	-
Transport Infrastructure	2.36	-
Textiles & Apparels	2.4	-
Leisure Services	4.14	-
Power	2.99	-
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