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360 ONE Focused Equity Fund Regular vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
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) | ₹1881 Cr | ₹7364 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.4% | -1.23% |
| 6 Month | 1.02% | -0.54% |
| 1 Year | -0.21% | 4.01% |
| 3 Year | 14.32% | 15.59% |
| 5 Year | 16.04% | 16.08% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.64% | 1.13% |
| 1 Year | 9.6% | 7.92% |
| 3 Year | 11.45% | 11.05% |
| 5 Year | 13.24% | 13.45% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 16.84% | 13.35% |
| 3 Year | 18.29% | 16.35% |
| 5 Year | 19.98% | 18.13% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.46% | 12.00% |
| Sharp | 0.59% | 0.69% |
| Beta | 0.90% | 0.87% |
| Alpha | -0.41% | 0.72% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 7.53 | 14.01 |
| Large Cap | 71.56 | 68.08 |
| Small Cap | 9.81 | 8.61 |
| Mid Cap | 11.1 | 9.3 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 5.77 | 2.31 |
| Energy | 4.63 | 2 |
| Technology | 12.83 | 6.74 |
| Industrials | 9.29 | 21.23 |
| Consumer Defensive | 1.84 | - |
| Financial Services | 27.61 | 36.2 |
| Healthcare | 12.97 | 2.14 |
| Basic Materials | 6.64 | 3.83 |
| Consumer Cyclical | 10.1 | 13.86 |
| Real Estate | 2.86 | - |
| Utilities | 5.47 | - |
| Communication Services | - | 11.69 |
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