Axis Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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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