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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) | ₹1881 Cr | ₹12445 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 | -0.69% | -2.92% |
| 6 Month | 2.94% | -0.5% |
| 1 Year | -2.32% | -0.68% |
| 3 Year | 13.91% | 10.8% |
| 5 Year | 16.25% | 8.13% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.17% | -0.57% |
| 1 Year | 13.17% | 8.31% |
| 3 Year | 12.51% | 10.53% |
| 5 Year | 13.63% | 8.45% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.84% | 12.46% |
| 3 Year | 18.29% | 14.09% |
| 5 Year | 19.98% | 13.74% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 15.43% |
| Sharp | 0.59% | 0.42% |
| Beta | 0.90% | 0.93% |
| Alpha | -0.41% | -3.72% |
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 | 7.53 | 12.52 |
| Large Cap | 71.56 | 68.49 |
| Small Cap | 9.81 | 0.6 |
| Mid Cap | 11.1 | 18.4 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.77 | 3.02 |
| Energy | 4.63 | - |
| Technology | 12.83 | 4.67 |
| Industrials | 9.29 | 11.97 |
| Consumer Defensive | 1.84 | 1.69 |
| Financial Services | 27.61 | 34.28 |
| Healthcare | 12.97 | 11.54 |
| Basic Materials | 6.64 | 3.46 |
| Consumer Cyclical | 10.1 | 13.51 |
| Real Estate | 2.86 | 3.73 |
| Utilities | 5.47 | 2.98 |
| Communication Services | - | 9.16 |
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