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Tata Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare
Tata Focused Fund-Regular Plan-Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹1825 Cr | ₹7487 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 32.33% | % |
| Expense Ratio | 2.04 | 1.78 |
| Manager | Kapil Malhotra | Mayur Patel |
| ISIN Code | INF277K010Y2 | INF579M01878 |
| Exits Load | 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 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -0.32% | -2.8% |
| 6 Month | 9.3% | 7.4% |
| 1 Year | -0.64% | -3.49% |
| 3 Year | 15.3% | 15.72% |
| 5 Year | 20.2% | 20.65% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.28% | 1.1% |
| 1 Year | 2.71% | -0.06% |
| 3 Year | 13.36% | 12.41% |
| 5 Year | 14.78% | 14.6% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 19.73% | 14.63% |
| 3 Year | 18.87% | 16.5% |
| 5 Year | 21.71% | 17.91% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 13.16% | 12.17% |
| Sharp | 0.73% | 0.87% |
| Beta | 0.93% | 0.86% |
| Alpha | 0.20% | 1.90% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Kapil Malhotra | Mayur Patel |
| Total AUM | ₹18472 Cr | ₹6984 Cr |
| Funds Managed | 7 | 3 |
| Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 9.79 | 12.55 |
| Large Cap | 56.53 | 65.21 |
| Small Cap | 18.27 | 13.69 |
| Mid Cap | 15.42 | 8.56 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 9.79 | 5.82 |
| Energy | 4.24 | 1.81 |
| Technology | 13.58 | 7.49 |
| Consumer Cyclical | 9.41 | 15.24 |
| Industrials | 7.99 | 16.62 |
| Consumer Defensive | 1.93 | 0 |
| Financial Services | 26.76 | 30.89 |
| Healthcare | 15.33 | 6.4 |
| Basic Materials | 2.36 | 3.8 |
| Real Estate | 1.78 | - |
| Utilities | 6.83 | 0.92 |
| Communication Services | - | 11.02 |
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