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SBI Focused Equity Fund vs Tata Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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) | ₹34678 Cr | ₹1739 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 | -3.72% | -3.81% |
| 6 Month | -7.15% | -15.5% |
| 1 Year | 9.08% | -0.99% |
| 3 Year | 10.88% | 12.59% |
| 5 Year | 16.26% | 18.57% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -5.62% | -10.21% |
| 1 Year | -8.25% | -16.99% |
| 3 Year | 11.58% | 10.74% |
| 5 Year | 13.59% | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.6% | 22.62% |
| 3 Year | 15.37% | 19.32% |
| 5 Year | 16.58% | 18.37% |
Risk Management
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 14.255% |
| Sharp | 0.34% | 0.518% |
| Beta | 0.72% | 0.995% |
| Alpha | -0.88% | -0.625% |
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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 | 25.52832 | 4.76519 |
| Small Cap | 8.08479 | 20.6854 |
| Large Cap | 34.40823 | 58.05624 |
| Mid Cap | 31.97867 | 16.49319 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.98328 | 4.76519 |
| Communication Services | 12.32366 | 1.99396 |
| Consumer Cyclical | 18.472 | 16.91027 |
| Financial Services | 30.09963 | 28.2731 |
| Basic Materials | 7.64252 | 2.32256 |
| Industrials | 5.10917 | 13.18209 |
| Consumer Defensive | 6.4264 | - |
| Healthcare | 8.03713 | 7.39577 |
| Utilities | 2.48709 | 6.34717 |
| Technology | 3.41913 | 12.7019 |
| Energy | - | 4.04346 |
| Real Estate | - | 2.06455 |
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