SBI Focused Equity Fund vs Tata 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) ₹35030 Cr ₹1816 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 05 Dec 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 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 Exit load of 1% if redeemed within 1 year/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month -3.72% 2.98%
6 Month 8.79% 18.2%
1 Year 27.85% 40.74%
3 Year 10.32% 19.04%
5 Year 17.22% -

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 14.6% 14.36%
3 Year 29.99% 35.49%
5 Year 60.67% 64.44%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 16.36% 23.12%
3 Year 15.5% 19.81%
5 Year 16.61% -

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 0.55% 0.97%
Beta 0.69% 0.96%
Alpha -0.29% -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 26.1 4.67
Large Cap 36.81 57.48
Mid Cap 35.83 21.53
Small Cap 1.26 16.32

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 8.42 4.67
Financial 32.95 26.79
Communication 9.67 -
Materials 2.95 4.98
Consumer Discretionary 1.99 -
Services 13.09 12.47
Consumer Staples 7.5 -
Automobile 3.64 8.46
Chemicals 5.32 -
Healthcare 9.13 7.47
Textiles 2.04 -
Insurance 3.3 2.16
Energy - 12.19
Construction - 5.14
Technology - 9.76
Capital Goods - 5.91

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