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Axis Focused Fund vs Tata Focused Equity Fund compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
Fund Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1739 Cr ₹12350 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 Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
1 Month -5.47% -3.69%
6 Month -10.41% -8.37%
1 Year 3.08% 5.05%
3 Year 12.85% 4.59%
5 Year 16.14% 8.87%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year -10.84% -7.57%
3 Year 12.55% 7.86%
5 Year 16.09% 8.69%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 22.62% 14.68%
3 Year 19.32% 14.5%
5 Year 18.37% 13.74%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 15.43%
Sharp 0.97% 0.22%
Beta 0.96% 1.05%
Alpha -0.29% -10.87%

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Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
Name Kapil Malhotra Shreyash Devalkar
Total AUM ₹18472 Cr ₹166770 Cr
Fund Manage 7 14
Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 2.62 5.54
Large Cap 56.27 73.41
Small Cap 25.04 -
Mid Cap 16.07 21.06

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 2.62 5.54
Petroleum Products 3.62 -
Auto Components 5.32 1.12
Construction 10.06 -
Banks 22.3 17.55
Healthcare Services 1.99 2.82
Insurance 1.94 -
Finance 2.1 9.91
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 -
Pharmaceuticals & Biotechnology 5.39 4.6
Cement & Cement Products 2.15 0.69
Realty 2.3 2.76
Retailing 8.36 11.35
IT - Software 8.45 5.97
Commercial Services & Supplies 3.97 -
Power 6.08 6.41
Leisure Services 2.69 -
Aerospace & Defense - 3.02
Automobiles - 6.98
Industrial Products - 0.89
Chemicals & Petrochemicals - 5
Electrical Equipment - 1.34
Telecom - Services - 5.7
Financial Technology (Fintech) - 3.32
Fertilizers & Agrochemicals - 2.37
Transport Services - 2.67

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