Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Focused Fund Regular Plan Growth vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Fund-Regular Plan-Growth

Invest Now

tortoise-icon Mirae Asset Focused Fund Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.13%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.07%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.28%

VS

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

3Y Returns13.88%

Compare Now

Bandhan Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth

3Y Returns15.19%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns15.59%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.39%

VS

Mirae Asset Large Cap Fund - Growth Plan Mirae Asset Large Cap Fund - Growth Plan

3Y Returns12.87%

Compare Now
Add to Cart Successfully