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)	₹38917 Cr	₹1819 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	1.03%	-0.01%
6 Month	11.26%	9.44%
1 Year	7.25%	-4.17%
3 Year	16.75%	16.94%
5 Year	20.2%	19.77%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	2.77%	1.5%
1 Year	14.74%	7.95%
3 Year	16.19%	12.63%
5 Year	14.66%	13.98%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	16.06%	18.6%
3 Year	15.34%	18.64%
5 Year	16.74%	20.38%

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.03%	12.87%
Sharp	0.86%	0.73%
Beta	0.7%	0.93%
Alpha	1.7%	0.66%

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	19.63	6.52
Mid Cap	29.73	16.71
Large Cap	43.07	60.55
Small Cap	7.58	16.22

Scheme Name	SBI Focused Fund - Regular Plan -Growth	Tata Focused Fund-Regular Plan-Growth
Others	2.82	5.95
Communication Services	12.29	-
Consumer Cyclical	21.29	8.11
Basic Materials	10.42	2.45
Financial Services	30.7	25.71
Industrials	4.39	10.15
Consumer Defensive	5.36	2.05
Healthcare	2.87	17.28
Utilities	5.34	6.75
Technology	4.51	15.15
Energy	-	4.16
Real Estate	-	2.23