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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) | ₹1819 Cr | ₹12257 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 | 2.14% | 3% |
| 6 Month | 7.01% | 6.28% |
| 1 Year | 0.78% | 4.91% |
| 3 Year | 14.82% | 11.06% |
| 5 Year | 20.13% | 13% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.92% | -0.67% |
| 1 Year | 5.83% | 5.65% |
| 3 Year | 11.33% | 10.31% |
| 5 Year | 13.25% | 8.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.6% | 13.08% |
| 3 Year | 18.64% | 14.22% |
| 5 Year | 20.38% | 13.94% |
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 | 9.03 | 14.31 |
| Large Cap | 58.64 | 66.71 |
| Small Cap | 15.38 | 0.95 |
| Mid Cap | 16.95 | 18.03 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.62 | 4.84 |
| Energy | 4.17 | - |
| Technology | 14.36 | 4.65 |
| Consumer Cyclical | 8.37 | 13.53 |
| Industrials | 10.69 | 11.87 |
| Consumer Defensive | 1.94 | 1.35 |
| Financial Services | 26.1 | 33.39 |
| Healthcare | 16.76 | 11.62 |
| Real Estate | 2.29 | 3.41 |
| Basic Materials | 2.36 | 3.74 |
| Utilities | 6.34 | 3.03 |
| Communication Services | - | 8.58 |
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