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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 | 5.92% | 6.36% |
| 6 Month | -1.69% | -10.57% |
| 1 Year | 13.39% | 5.98% |
| 3 Year | 12.16% | 12.71% |
| 5 Year | 21% | 23.14% |
SIP Return Analysis
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.19% | -6.45% |
| 1 Year | -3.07% | -16.35% |
| 3 Year | 13.4% | 10.23% |
| 5 Year | 14.2% | 13.83% |
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 | 0.39% | 0.518% |
| Beta | 0.73% | 0.995% |
| Alpha | -0.42% | -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 |
| Funds Managed | 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 | 23.8 | 4.77 |
| Small Cap | 8.33 | 20.69 |
| Large Cap | 38.05 | 58.06 |
| Mid Cap | 29.82 | 16.49 |
Sector Allocation
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.74 | 4.77 |
| Communication Services | 9.72 | 1.99 |
| Consumer Cyclical | 19.18 | 16.91 |
| Financial Services | 31.96 | 28.27 |
| Basic Materials | 6.93 | 2.32 |
| Industrials | 5.04 | 13.18 |
| Consumer Defensive | 6.57 | - |
| Healthcare | 7.85 | 7.4 |
| Utilities | 2.68 | 6.35 |
| Technology | 4.32 | 12.7 |
| Energy | - | 4.04 |
| Real Estate | - | 2.06 |
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