Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

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) ₹7875 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 1.86 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 6.66% 5.9%
6 Month 5.35% -1.43%
1 Year 10.77% 7.71%
3 Year 18.86% 18.85%
5 Year 27.47% 24.58%

SIP Return Analysis

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
6 Month 8.27% 3.83%
1 Year 8.66% -0.59%
3 Year 16.58% 15.59%
5 Year 17.88% 16.6%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 11.09% 22.62%
3 Year 15.06% 19.32%
5 Year 16.01% 18.37%

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.79% 14.255%
Sharp 0.56% 0.518%
Beta 0.91% 0.995%
Alpha -0.85% -0.625%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.32 4.77
Large Cap 54.84 58.06
Small Cap 16.3 20.69
Mid Cap 23.54 16.49

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 5.32 4.77
Petroleum Products 5.42 -
IT - Software 4.17 -
IT - Services 1.92 -
Finance 9.61 -
Banks 21.71 -
Cement & Cement Products 3.29 -
Leisure Services 5.63 -
Pharmaceuticals & Biotechnology 4.89 -
Automobiles 4.99 -
Entertainment 1.06 -
Electrical Equipment 2.95 -
Retailing 8.06 -
Healthcare Services 2.4 -
Auto Components 4.83 -
Diversified 3.48 -
Transport Services 3.53 -
Industrial Manufacturing 2.13 -
Capital Markets 1.92 -
Insurance 2.69 -
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

Top Comparisons

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.58%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns25.25%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns24.34%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns16.88%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns14.65%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.73%

VS

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns7.53%

Compare Now
Add to Cart Successfully