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) | ₹34941 Cr | ₹1848 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 |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.78% | 0.69% |
| 6 Month | 2.86% | 4.26% |
| 1 Year | 19.23% | 18.98% |
| 3 Year | 10.15% | 17.11% |
| 5 Year | 16.6% | 18.49% |
| Scheme Name | SBI Focused Equity Fund - Regular Plan -Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.59% | 13.26% |
| 3 Year | 17.43% | 21.6% |
| 5 Year | 17.98% | - |
| 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 | 0.24% | 0.97% |
| Beta | 0.74% | 0.96% |
| Alpha | -4.49% | -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 | 17.81 | 4.67 |
| Large Cap | 43.99 | 57.48 |
| Mid Cap | 32.28 | 21.53 |
| Small Cap | 5.92 | 16.32 |
| Scheme Name |
SBI Focused Equity Fund - Regular Plan -Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 17.81 | 4.67 |
| Telecom - Services | 5.87 | - |
| Retailing | 2.89 | - |
| Banks | 18.18 | - |
| Automobiles | 3.22 | - |
| Cement & Cement Products | 3.14 | - |
| Auto Components | 6.41 | - |
| Capital Markets | 0.08 | - |
| Consumer Durables | 2.21 | - |
| Transport Services | 0.42 | - |
| Electrical Equipment | 2.96 | - |
| Personal Products | 4.39 | - |
| Finance | 9.11 | - |
| Chemicals & Petrochemicals | 4.1 | - |
| Pharmaceuticals & Biotechnology | 4.55 | - |
| Food Products | 2.8 | - |
| Transport Infrastructure | 3.03 | - |
| Textiles & Apparels | 2.35 | - |
| Insurance | 2.74 | 2.16 |
| Leisure Services | 3.74 | - |
| Energy | - | 12.19 |
| Automobile | - | 8.46 |
| Materials | - | 4.98 |
| Construction | - | 5.14 |
| Financial | - | 26.79 |
| Healthcare | - | 7.47 |
| Technology | - | 9.76 |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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