Tata Focused Equity Fund vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Tata Focused Equity 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 Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹34941 Cr ₹1848 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 Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month -1.7% -7.21%
6 Month -0.41% -6.51%
1 Year 16.6% 9.46%
3 Year 9.92% 13.74%
5 Year 15.49% 16.41%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 8.93% 1.77%
3 Year 16.19% 17.53%
5 Year 16.95% 19.2%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 16.48% 23.17%
3 Year 15.47% 19.75%
5 Year 16.6% -

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.03% 12.55%
Sharp 0.24% 0.97%
Beta 0.74% 0.96%
Alpha -3.33% -0.29%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
Name Pradeep Kesavan Kapil Malhotra
Total AUM ₹434274 Cr ₹18472 Cr
Fund Manage 43 7
SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 17.81 4.67
Large Cap 43.99 57.48
Mid Cap 32.28 21.53
Small Cap 5.92 16.32

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 17.81 4.67
Telecom - Services 5.87 -
Retailing 2.89 -
Banks 18.18 -
Automobiles 3.22 -
Cement & Cement Products 3.14 -
Auto Components 6.41 -
Capital Markets 0.08 -
Consumer Durables 2.21 -
Transport Services 0.42 -
Electrical Equipment 2.96 -
Personal Products 4.39 -
Finance 9.11 -
Chemicals & Petrochemicals 4.1 -
Pharmaceuticals & Biotechnology 4.55 -
Food Products 2.8 -
Transport Infrastructure 3.03 -
Textiles & Apparels 2.35 -
Insurance 2.74 2.16
Leisure Services 3.74 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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