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Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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tortoise-icon Tata Focused Equity 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 Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Fund Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8553 Cr ₹1739 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

Trailing Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Month 3.71% 1.47%
6 Month 1.71% -6.07%
1 Year 5.83% 2.37%
3 Year 18.99% 19.16%
5 Year 25.51% 22.79%

SIP Return Analysis

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
6 Month 9.64% 5.62%
1 Year 10.09% -0.48%
3 Year 15.97% 14.36%
5 Year 17.23% 15.72%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 10.67% 20.84%
3 Year 14.89% 18.86%
5 Year 16.24% 19.02%

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.73% 14.255%
Sharp 0.84% 0.518%
Beta 0.88% 0.995%
Alpha 0.35% -0.625%

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Fund Managers

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

Market Cap

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 6.95 4.77
Large Cap 55.12 58.06
Small Cap 15.13 20.69
Mid Cap 22.8 16.49

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 6.95 4.77
Petroleum Products 5.93 -
IT - Software 4.13 -
IT - Services 1.47 -
Finance 7.63 -
Banks 22.3 -
Cement & Cement Products 3.33 -
Leisure Services 6.01 -
Pharmaceuticals & Biotechnology 5.44 -
Automobiles 4.91 -
Entertainment 1.06 -
Electrical Equipment 2.99 -
Retailing 7.9 -
Healthcare Services 2.47 -
Auto Components 4.18 -
Diversified 3.5 -
Transport Services 3.4 -
Industrial Manufacturing 2 -
Capital Markets 1.85 -
Insurance 2.55 -
Energy - 4.04
Consumer Cyclical - 16.91
Industrials - 13.18
Financial Services - 28.27
Healthcare - 7.4
Communication Services - 1.99
Basic Materials - 2.32
Real Estate - 2.06
Technology - 12.7
Utilities - 6.35

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