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Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹8464 Cr | ₹1819 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 Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.36% | 2.14% |
| 6 Month | 7.49% | 7.01% |
| 1 Year | 4.61% | 0.78% |
| 3 Year | 14.11% | 14.82% |
| 5 Year | 22.6% | 20.13% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.01% | 0.6% |
| 1 Year | 8.59% | 4.99% |
| 3 Year | 11.97% | 11.14% |
| 5 Year | 13.44% | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.22% | 18.6% |
| 3 Year | 14.95% | 18.64% |
| 5 Year | 16.49% | 20.38% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.52% | 12.52% |
| Sharp | 0.60% | 0.65% |
| Beta | 0.90% | 0.91% |
| Alpha | -0.97% | -0.40% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.89 | 9.03 |
| Large Cap | 61.37 | 58.64 |
| Mid Cap | 20.85 | 16.95 |
| Small Cap | 12.89 | 15.38 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.89 | 6.62 |
| Energy | 5.58 | 4.17 |
| Technology | 4.86 | 14.36 |
| Financial Services | 33.01 | 26.1 |
| Basic Materials | 3.25 | 2.36 |
| Consumer Cyclical | 19.03 | 8.37 |
| Healthcare | 10.35 | 16.76 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | 1.94 |
| Industrials | 10.88 | 10.69 |
| Utilities | 3.9 | 6.34 |
| Real Estate | - | 2.29 |
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