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) | ₹1813 Cr | ₹8017 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 | 1.41% | 3.52% |
6 Month | 15.27% | 18.87% |
1 Year | -5.89% | 0.31% |
3 Year | 14.87% | 11.2% |
5 Year | 19.91% | 16.48% |
SIP Return Analysis
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | 3.9% | 5.53% |
1 Year | 8.22% | 13.87% |
3 Year | 13.85% | 13.44% |
5 Year | 14.8% | 12% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 19.73% | 14.53% |
3 Year | 18.87% | 15.16% |
5 Year | 21.71% | 18.18% |
Risk Management
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 13.13% | 12.08% |
Sharp | 0.62% | 0.36% |
Beta | 0.93% | 0.82% |
Alpha | 0.77% | -2.11% |
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 | 9.79 | 5.35 |
Large Cap | 56.53 | 46.98 |
Small Cap | 18.27 | 25 |
Mid Cap | 15.42 | 22.67 |
Sector Allocation
Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 9.79 | 4.35 |
Energy | 4.24 | - |
Technology | 13.58 | 20.56 |
Consumer Cyclical | 9.41 | 21.8 |
Industrials | 7.99 | 6.06 |
Consumer Defensive | 1.93 | 6.18 |
Financial Services | 26.76 | 20.76 |
Healthcare | 15.33 | 6.03 |
Basic Materials | 2.36 | 5.53 |
Real Estate | 1.78 | 1.94 |
Utilities | 6.83 | 3 |
Communication Services | - | 3.8 |
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