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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) | ₹43173 Cr | ₹1859 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 | -2.12% | -3.54% |
| 6 Month | 6.14% | -0.67% |
| 1 Year | 16.13% | 5.02% |
| 3 Year | 18.73% | 13.72% |
| 5 Year | 16.03% | 14.71% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.97% | -0.31% |
| 1 Year | 17.11% | 6.96% |
| 3 Year | 16.41% | 10.14% |
| 5 Year | 14.87% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.82% | 16.63% |
| 3 Year | 15.47% | 18.12% |
| 5 Year | 16.84% | 19.84% |
Risk Management
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.55% |
| Sharp | 1.12% | 0.72% |
| Beta | 0.73% | 0.91% |
| Alpha | 3.87% | -0.98% |
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 | 36.93 | 8.24 |
| Mid Cap | 22.55 | 11.49 |
| Large Cap | 35.69 | 70.39 |
| Small Cap | 4.83 | 9.88 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.42 | 6.5 |
| Communication Services | 13.57 | 0.83 |
| Consumer Cyclical | 16.74 | 11.25 |
| Basic Materials | 6.52 | 7.44 |
| Financial Services | 31.25 | 26.48 |
| Industrials | 1.61 | 9.64 |
| Consumer Defensive | 4.79 | 1.25 |
| Healthcare | 4.47 | 13.16 |
| Utilities | 9.37 | 5.58 |
| Technology | 4.27 | 10.42 |
| Energy | - | 4.7 |
| Real Estate | - | 2.74 |
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