Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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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