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) | ₹1866 Cr | ₹7980 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 1.16% | -0.18% |
| 6 Month | 5.73% | 2.59% |
| 1 Year | -2.46% | -0.51% |
| 3 Year | 13.76% | 10.52% |
| 5 Year | 17.23% | 13.69% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.91% | 1.41% |
| 1 Year | 12.56% | 11.41% |
| 3 Year | 12.52% | 11.03% |
| 5 Year | 13.72% | 10.31% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.17% | 13.36% |
| 3 Year | 18.34% | 13.67% |
| 5 Year | 20.03% | 17.26% |
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 | 10.53 | 5.02 |
| Large Cap | 67.26 | 51.11 |
| Small Cap | 11.11 | 22.47 |
| Mid Cap | 11.11 | 21.4 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
|---|---|---|
| Others | 8.02 | 2.68 |
| Energy | 4.43 | - |
| Technology | 13.26 | 18.83 |
| Consumer Cyclical | 8.09 | 22.96 |
| Industrials | 9.24 | 4.17 |
| Consumer Defensive | 1.85 | 9.13 |
| Financial Services | 27.81 | 21.92 |
| Healthcare | 12.23 | 6.02 |
| Basic Materials | 5.98 | 5 |
| Real Estate | 3.53 | 2.19 |
| Utilities | 5.57 | 3 |
| Communication Services | - | 4.1 |
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