Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare

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Nippon India Focused Fund - Growth Plan -Growth Option

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Tata 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	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Fund	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹8788 Cr	₹1847 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	26 Dec 2006	05 Dec 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	59%	32.33%
Expense Ratio	1.84	2.04
Manager	Vinay Sharma	Kapil Malhotra
ISIN Code	INF204K01GE7	INF277K010Y2
Exits Load	Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	-2.56%	-1.85%
6 Month	9.41%	3.56%
1 Year	-1.35%	-4.74%
3 Year	14.51%	15.58%
5 Year	23.11%	20.54%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	6.44%	3.09%
1 Year	10.38%	-0.81%
3 Year	15.65%	13.5%
5 Year	16.75%	15.19%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	10.41%	19.73%
3 Year	15.09%	18.87%
5 Year	16.39%	21.71%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.79%	13.69%
Sharp	1%	0.92%
Beta	0.92%	0.93%
Alpha	-0.94%	-0.56%

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Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Name	Vinay Sharma	Kapil Malhotra
Total AUM	₹14183 Cr	₹18472 Cr
Funds Managed	3	7
	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	6.12	9.07
Large Cap	57.35	57.74
Small Cap	13.82	17.66
Mid Cap	22.71	15.54

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	6.12	9.07
Energy	5.91	4.52
Technology	4.11	14.61
Communication Services	1.21	-
Financial Services	31.62	27.11
Basic Materials	3.23	2.3
Consumer Cyclical	22.27	11.59
Healthcare	10.27	12.46
Industrials	11.95	7.84
Utilities	3.31	6.81
Consumer Defensive	-	1.74
Real Estate	-	1.96