Tata Focused Equity Fund vs SBI Focused Equity Fund compare

Link copied to clipboard!

SBI Focused Fund - Regular Plan -Growth

Invest Now

Tata Focused Fund-Regular Plan-Growth

Invest Now

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)	₹40824 Cr	₹1866 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	2.7%	0.87%
6 Month	9.72%	5.81%
1 Year	13.36%	-2.27%
3 Year	16.87%	13.68%
5 Year	17.37%	17.17%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	6.62%	3.09%
1 Year	24.24%	11.97%
3 Year	18.81%	12.95%
5 Year	16.23%	14.12%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	15.84%	17.17%
3 Year	15.42%	18.34%
5 Year	16.84%	20.03%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.03%	12.52%
Sharp	0.94%	0.65%
Beta	0.72%	0.91%
Alpha	2.32%	-0.40%

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	14.6	10.53
Large Cap	53.09	67.26
Mid Cap	21.91	11.11
Small Cap	10.4	11.11

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	14.6	8.02
Telecom - Services	4.99	-
Retailing	4.34	-
Consumer Durables	3.26	-
Banks	16.68	-
Automobiles	2.92	-
Cement & Cement Products	2.57	-
Auto Components	6.42	-
Electrical Equipment	1.81	-
Personal Products	2.94	-
Finance	15.14	-
Chemicals & Petrochemicals	3.74	-
Pharmaceuticals & Biotechnology	2.92	-
Food Products	2.49	-
Textiles & Apparels	1.92	-
Leisure Services	3.08	-
Power	10.18	-
Energy	-	4.43
Technology	-	13.26
Consumer Cyclical	-	8.09
Industrials	-	9.24
Consumer Defensive	-	1.85
Financial Services	-	27.81
Healthcare	-	12.23
Basic Materials	-	5.98
Real Estate	-	3.53
Utilities	-	5.57