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) ₹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

Top Comparisons

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.73%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns7.16%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns15.57%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns20.24%

Compare Now

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns19.21%

VS

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns19.21%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.88%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns10.95%

Compare Now
Add to Cart Successfully