- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1866 Cr | ₹12581 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 | 0.84% | -1.04% |
| 6 Month | 4.45% | 2.84% |
| 1 Year | 2.96% | 8.33% |
| 3 Year | 14.6% | 11.48% |
| 5 Year | 17.74% | 10.92% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 0.35% |
| 1 Year | 10.85% | 9.58% |
| 3 Year | 12.75% | 11.65% |
| 5 Year | 13.91% | 9.06% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.79% | 12.77% |
| 3 Year | 18.47% | 14.16% |
| 5 Year | 20.13% | 13.85% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 13.40% |
| Sharp | 0.65% | 0.37% |
| Beta | 0.91% | 0.92% |
| Alpha | -0.40% | -3.77% |
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 | 10.53 | 13.5 |
| Large Cap | 67.26 | 67 |
| Small Cap | 11.11 | 0.79 |
| Mid Cap | 11.11 | 18.7 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.02 | 3.93 |
| Energy | 4.43 | - |
| Technology | 13.26 | 4.42 |
| Consumer Cyclical | 8.09 | 13.64 |
| Industrials | 9.24 | 11.85 |
| Consumer Defensive | 1.85 | 0.88 |
| Financial Services | 27.81 | 33.51 |
| Healthcare | 12.23 | 12.11 |
| Basic Materials | 5.98 | 3.59 |
| Real Estate | 3.53 | 3.84 |
| Utilities | 5.57 | 3.19 |
| Communication Services | - | 9.05 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Invesco India Multicap Fund - Growth Option
3Y Returns18.08%
Invesco India Midcap Fund - Growth Option
3Y Returns27.7%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns16.42%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.61%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns17.85%
