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Axis Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1813 Cr | ₹12286 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Dec 2019 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | 180% |
| Expense Ratio | 2.04 | 1.74 |
| Manager | Kapil Malhotra | Shreyash Devalkar |
| ISIN Code | INF277K010Y2 | INF846K01CH7 |
| 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 | Axis Focused 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 | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.41% | 1.55% |
| 6 Month | 15.27% | 16.21% |
| 1 Year | -5.89% | -1.99% |
| 3 Year | 14.87% | 9.38% |
| 5 Year | 19.91% | 13.28% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.9% | 3.44% |
| 1 Year | 8.22% | 11.64% |
| 3 Year | 13.85% | 13.06% |
| 5 Year | 14.8% | 9.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.73% | 13.51% |
| 3 Year | 18.87% | 14.29% |
| 5 Year | 21.71% | 14.05% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.13% | 13.69% |
| Sharp | 0.62% | 0.18% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.77% | -4.75% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kapil Malhotra | Shreyash Devalkar |
| Total AUM | ₹18472 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.79 | 15.04 |
| Large Cap | 56.53 | 67 |
| Small Cap | 18.27 | - |
| Mid Cap | 15.42 | 17.96 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.79 | 6.51 |
| Energy | 4.24 | - |
| Technology | 13.58 | 5.17 |
| Consumer Cyclical | 9.41 | 12.85 |
| Industrials | 7.99 | 10.58 |
| Consumer Defensive | 1.93 | 1.35 |
| Financial Services | 26.76 | 33.92 |
| Healthcare | 15.33 | 10.63 |
| Basic Materials | 2.36 | 3.56 |
| Real Estate | 1.78 | 3.58 |
| Utilities | 6.83 | 3.25 |
| Communication Services | - | 8.61 |
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