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
| 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 |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.94% | 2.98% |
| 6 Month | 22.16% | 18.2% |
| 1 Year | 27.91% | 40.74% |
| 3 Year | 13.06% | 19.04% |
| 5 Year | 19.89% | - |
| 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% |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 19.8% | 24.31% |
| 3 Year | 45.89% | 54.89% |
| 5 Year | 65.97% | 73.86% |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.03% | 12.55% |
| Sharp | 0.56% | 0.97% |
| Beta | 0.69% | 0.96% |
| Alpha | -0.54% | -0.29% |
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| 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 |
| 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 |
| 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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