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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) | ₹1819 Cr | ₹7280 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 | 0.33% | 1.07% |
| 6 Month | 8.18% | 7.35% |
| 1 Year | -0.56% | 2.21% |
| 3 Year | 14.3% | 15.85% |
| 5 Year | 17.99% | 18.8% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.42% | 1.28% |
| 1 Year | 7.92% | 8.87% |
| 3 Year | 11.79% | 12.19% |
| 5 Year | 13.34% | 13.96% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 18.6% | 14.04% |
| 3 Year | 18.64% | 16.38% |
| 5 Year | 20.38% | 18.1% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.52% | 12.02% |
| Sharp | 0.65% | 0.74% |
| Beta | 0.91% | 0.87% |
| Alpha | -0.40% | 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 | 9.03 | 10.67 |
| Large Cap | 58.64 | 66.9 |
| Small Cap | 15.38 | 12.72 |
| Mid Cap | 16.95 | 9.71 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 6.62 | 2.95 |
| Energy | 4.17 | 2.02 |
| Technology | 14.36 | 7.17 |
| Consumer Cyclical | 8.37 | 16.68 |
| Industrials | 10.69 | 18.53 |
| Consumer Defensive | 1.94 | - |
| Financial Services | 26.1 | 33.31 |
| Healthcare | 16.76 | 4.02 |
| Real Estate | 2.29 | - |
| Basic Materials | 2.36 | 5.19 |
| Utilities | 6.34 | - |
| Communication Services | - | 10.12 |
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