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

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Tata Focused Fund-Regular Plan-Growth

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Mirae Asset Focused Fund Regular Plan Growth

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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)	₹1847 Cr	₹8084 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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Mirae Asset Focused Fund Regular Plan Growth
1 Month	-0.72%	0.34%
6 Month	6%	9.84%
1 Year	-2.74%	5.37%
3 Year	16.43%	12.39%
5 Year	20.85%	18.1%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Mirae Asset Focused Fund Regular Plan Growth
6 Month	3.09%	7.1%
1 Year	-0.81%	9.69%
3 Year	13.5%	13.6%
5 Year	15.19%	12.69%

Scheme Name	Tata Focused 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%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation	13.69%	12.40%
Sharp	0.92%	0.64%
Beta	0.93%	0.81%
Alpha	-0.56%	-3.59%

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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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Mirae Asset Focused Fund Regular Plan Growth
Others	9.07	3.73
Large Cap	57.74	45.65
Small Cap	17.66	28.19
Mid Cap	15.54	22.43

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Mirae Asset Focused Fund Regular Plan Growth
Others	9.07	2.29
Energy	4.52	-
Technology	14.61	20.09
Consumer Cyclical	11.59	22.55
Industrials	7.84	6.09
Consumer Defensive	1.74	3.84
Financial Services	27.11	24.88
Healthcare	12.46	5.33
Basic Materials	2.3	5.7
Real Estate	1.96	1.76
Utilities	6.81	3.51
Communication Services	-	3.96