Mirae Asset Focused Fund Regular Plan Growth vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1739 Cr | ₹7664 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 Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Month | 1.47% | 2.98% |
6 Month | -6.07% | -3.48% |
1 Year | 2.37% | 10.7% |
3 Year | 19.16% | 13.94% |
5 Year | 22.79% | 20.87% |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 5.62% | 7.96% |
1 Year | -0.48% | 7.69% |
3 Year | 14.36% | 12.79% |
5 Year | 15.72% | 12.42% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 20.84% | 15.02% |
3 Year | 18.86% | 15.38% |
5 Year | 19.02% | 17.62% |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.255% | 12.237% |
Sharp | 0.518% | 0.078% |
Beta | 0.995% | 0.812% |
Alpha | -0.625% | -5.562% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
Market Cap
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 4.77 | 3.89 |
Large Cap | 58.06 | 39.06 |
Small Cap | 20.69 | 27.64 |
Mid Cap | 16.49 | 29.42 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 4.77 | 3.89 |
Energy | 4.04 | - |
Consumer Cyclical | 16.91 | 20.85 |
Industrials | 13.18 | 8.54 |
Financial Services | 28.27 | 26.35 |
Healthcare | 7.4 | 4.67 |
Communication Services | 1.99 | 4.05 |
Basic Materials | 2.32 | 8.65 |
Real Estate | 2.06 | 2.14 |
Technology | 12.7 | 18.58 |
Utilities | 6.35 | 2.29 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns21.54%
Nippon India Large Cap Fund- Growth Plan -Growth Option
3Y Returns24.42%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns10.33%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns20.15%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns19.98%