Axis Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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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 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)	₹1847 Cr	₹13025 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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	-1.9%	-1.63%
6 Month	3.52%	6.55%
1 Year	-3.62%	2.26%
3 Year	15.87%	9.74%
5 Year	20.4%	14.01%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	3.76%	4.24%
1 Year	-0.45%	4.71%
3 Year	12.74%	11.95%
5 Year	14.58%	9.54%

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%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	13.16%	13.68%
Sharp	0.73%	0.31%
Beta	0.93%	0.97%
Alpha	-0.56%	-4.68%

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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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	9.07	13.46
Large Cap	57.74	68.88
Small Cap	17.66	-
Mid Cap	15.54	17.66

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	9.07	3.99
Energy	4.52	-
Technology	14.61	5.39
Consumer Cyclical	11.59	12.5
Industrials	7.84	10.43
Consumer Defensive	1.74	1.33
Financial Services	27.11	35.03
Healthcare	12.46	9.89
Basic Materials	2.3	4.66
Real Estate	1.96	3.52
Utilities	6.81	3.94
Communication Services	-	9.31