Mirae Asset Focused Fund Regular Plan Growth vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹7769 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 14 May 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | 34% |
| Expense Ratio | 2.04 | 1.76 |
| Manager | Kapil Malhotra | Gaurav Misra |
| ISIN Code | INF277K010Y2 | INF769K01ES4 |
| 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 | Mirae Asset 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 | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 0.53% | 0.86% |
| 6 Month | 6.97% | 8.06% |
| 1 Year | -2.07% | 1.42% |
| 3 Year | 14.25% | 11.82% |
| 5 Year | 18.66% | 15.38% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.23% | 2.91% |
| 1 Year | 10.14% | 12.97% |
| 3 Year | 12.84% | 12.36% |
| 5 Year | 14.06% | 11.19% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 18.6% | 14.1% |
| 3 Year | 18.64% | 14.52% |
| 5 Year | 20.38% | 17.79% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.52% | 11.87% |
| Sharp | 0.65% | 0.46% |
| Beta | 0.91% | 0.82% |
| Alpha | -0.40% | -2.32% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Name | Kapil Malhotra | Gaurav Misra |
| Total AUM | ₹18472 Cr | ₹45211 Cr |
| Funds Managed | 7 | 2 |
| Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 9.03 | 3.12 |
| Large Cap | 58.64 | 51.76 |
| Small Cap | 15.38 | 24.4 |
| Mid Cap | 16.95 | 20.72 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 6.62 | 0.2 |
| Energy | 4.17 | - |
| Technology | 14.36 | 18.67 |
| Consumer Cyclical | 8.37 | 24.01 |
| Industrials | 10.69 | 6.11 |
| Consumer Defensive | 1.94 | 8.69 |
| Financial Services | 26.1 | 22.91 |
| Healthcare | 16.76 | 5.98 |
| Real Estate | 2.29 | 1.93 |
| Basic Materials | 2.36 | 4.64 |
| Utilities | 6.34 | 3 |
| Communication Services | - | 3.85 |
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