- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1859 Cr | ₹7229 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 | -2.19% | -2.41% |
| 6 Month | -0.34% | -1.51% |
| 1 Year | 5.64% | 6.64% |
| 3 Year | 15.21% | 15.48% |
| 5 Year | 15.71% | 15.38% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | -4.18% | -4.64% |
| 1 Year | -2.49% | -5.29% |
| 3 Year | 7.43% | 6.65% |
| 5 Year | 10.88% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 16.63% | 13.09% |
| 3 Year | 18.12% | 16.32% |
| 5 Year | 19.84% | 18.08% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.55% | 12.65% |
| Sharp | 0.72% | 0.84% |
| Beta | 0.91% | 0.87% |
| Alpha | -0.98% | 0.44% |
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 | 8.24 | 19.3 |
| Large Cap | 70.39 | 62.46 |
| Small Cap | 9.88 | 7.73 |
| Mid Cap | 11.49 | 10.52 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 6.5 | 4.43 |
| Energy | 4.7 | 1.99 |
| Technology | 10.42 | 7.85 |
| Industrials | 9.64 | 15.87 |
| Consumer Defensive | 1.25 | 1.36 |
| Financial Services | 26.48 | 31.83 |
| Healthcare | 13.16 | 2.15 |
| Basic Materials | 7.44 | 4.5 |
| Consumer Cyclical | 11.25 | 18.48 |
| Communication Services | 0.83 | 11.55 |
| Real Estate | 2.74 | - |
| Utilities | 5.58 | - |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.91%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.76%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.16%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.95%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.39%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.31%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns16.15%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns16.18%
