360 ONE Focused Equity Fund Regular vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Fund	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹1847 Cr	₹7593 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2019	24 Oct 2014
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	32.33%	%
Expense Ratio	2.04	1.78
Manager	Kapil Malhotra	Mayur Patel
ISIN Code	INF277K010Y2	INF579M01878
Exits Load	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	360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
1 Month	-1.85%	-3.25%
6 Month	3.56%	4.98%
1 Year	-4.74%	-6.71%
3 Year	15.58%	16.7%
5 Year	20.54%	21.35%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
6 Month	3.09%	4.79%
1 Year	-0.81%	5.84%
3 Year	13.5%	15.67%
5 Year	15.19%	16.75%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
1 Year	19.73%	14.63%
3 Year	18.87%	16.5%
5 Year	21.71%	17.91%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Standard Deviation	13.69%	12.84%
Sharp	0.92%	1.13%
Beta	0.93%	0.88%
Alpha	-0.56%	2.06%

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Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Name	Kapil Malhotra	Mayur Patel
Total AUM	₹18472 Cr	₹6984 Cr
Funds Managed	7	3
	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Others	9.07	13.06
Large Cap	57.74	63.29
Small Cap	17.66	14.36
Mid Cap	15.54	9.3

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Others	9.07	5.88
Energy	4.52	1.83
Technology	14.61	7.22
Consumer Cyclical	11.59	13.58
Industrials	7.84	15.63
Consumer Defensive	1.74	1.31
Financial Services	27.11	31.62
Healthcare	12.46	6.39
Basic Materials	2.3	4.19
Real Estate	1.96	-
Utilities	6.81	0.91
Communication Services	-	11.45