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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) | ₹37936 Cr | ₹1825 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 | -1.31% | -0.32% |
| 6 Month | 8.54% | 9.3% |
| 1 Year | 7.83% | -0.64% |
| 3 Year | 14.52% | 15.3% |
| 5 Year | 19.11% | 20.2% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.33% | 4.28% |
| 1 Year | 8.38% | 2.71% |
| 3 Year | 15.3% | 13.36% |
| 5 Year | 14.58% | 14.78% |
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% | 13.16% |
| Sharp | 0.92% | 0.73% |
| Beta | 0.69% | 0.93% |
| Alpha | 1.81% | 0.20% |
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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