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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) | ₹1819 Cr | ₹7280 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 | 0.14% | 0.59% |
| 6 Month | 14.25% | 11.83% |
| 1 Year | -4.32% | -3% |
| 3 Year | 16.32% | 16.74% |
| 5 Year | 19.44% | 20.12% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.5% | 1.14% |
| 1 Year | 7.95% | 8.2% |
| 3 Year | 12.63% | 12.82% |
| 5 Year | 13.98% | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 18.6% | 14.04% |
| 3 Year | 18.64% | 16.38% |
| 5 Year | 20.38% | 18.1% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.14% |
| Sharp | 0.73% | 0.78% |
| Beta | 0.93% | 0.88% |
| Alpha | 0.66% | 1.18% |
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 | 6.52 | 11.82 |
| Large Cap | 60.55 | 66.17 |
| Small Cap | 16.22 | 12.67 |
| Mid Cap | 16.71 | 9.34 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 5.95 | 4.84 |
| Energy | 4.16 | 1.93 |
| Technology | 15.15 | 7.48 |
| Consumer Cyclical | 8.11 | 17.26 |
| Industrials | 10.15 | 17.99 |
| Consumer Defensive | 2.05 | - |
| Financial Services | 25.71 | 30.17 |
| Healthcare | 17.28 | 5.25 |
| Real Estate | 2.23 | - |
| Basic Materials | 2.45 | 4.95 |
| Utilities | 6.75 | 0 |
| Communication Services | - | 10.13 |
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