SBI Focused Equity Fund vs Tata Focused Equity Fund compare
SBI Focused Equity Fund - Regular Plan -Growth
Invest NowTata Focused Equity Fund-Regular Plan-Growth
Invest NowChart 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 | -2.03% | -2.45% |
6 Month | 5.53% | 8.52% |
1 Year | 20.74% | 29.11% |
3 Year | 8.23% | 15.53% |
5 Year | 16.54% | - |
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 11.88% | - |
3 Year | 16.49% | - |
5 Year | 17.6% | - |
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.48% | 23.17% |
3 Year | 15.47% | 19.75% |
5 Year | 16.6% | - |
Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.03% | 12.55% |
Sharp | 0.35% | 0.97% |
Beta | 0.7% | 0.96% |
Alpha | -2.2% | -0.29% |
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Get Free Experts GuidanceScheme 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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