- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.99% | 1.83% |
| 6 Month | 9.99% | 5.88% |
| 1 Year | 14.71% | 3.11% |
| 3 Year | 16.59% | 14.39% |
| 5 Year | 18.38% | 18.05% |
SIP Return Analysis
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.19% | 1.42% |
| 1 Year | 18.85% | 7.92% |
| 3 Year | 17.18% | 11.79% |
| 5 Year | 15.11% | 13.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Fund - Regular Plan -Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.88% | 17.79% |
| 3 Year | 15.39% | 18.47% |
| 5 Year | 16.81% | 20.13% |
Risk Management
| 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% |
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 | 20.81 | 9.03 |
| Mid Cap | 29.22 | 16.95 |
| Large Cap | 42.86 | 58.64 |
| Small Cap | 7.11 | 15.38 |
Sector Allocation
| Scheme Name |
SBI Focused Fund - Regular Plan -Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.56 | 6.62 |
| Communication Services | 12.47 | - |
| Consumer Cyclical | 20.32 | 8.37 |
| Basic Materials | 9.75 | 2.36 |
| Financial Services | 31.11 | 26.1 |
| Industrials | 4.4 | 10.69 |
| Consumer Defensive | 5.43 | 1.94 |
| Healthcare | 2.59 | 16.76 |
| Utilities | 5.59 | 6.34 |
| Technology | 3.78 | 14.36 |
| Energy | - | 4.17 |
| Real Estate | - | 2.29 |
Top Comparisons
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns7.02%
Mirae Asset Low Duration Fund- Growth
3Y Returns7.08%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.02%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.41%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns15.21%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.87%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.88%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns11.5%
