Tata Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare

Tata Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare

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Tata Focused Fund-Regular Plan-Growth

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360 ONE Focused Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1866 Cr	₹7448 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	0.87%	-1.2%
6 Month	5.81%	1.68%
1 Year	-2.27%	-0.4%
3 Year	13.68%	14.4%
5 Year	17.17%	16.96%

SIP Return Analysis

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
6 Month	3.09%	2.25%
1 Year	11.97%	11.07%
3 Year	12.95%	12.63%
5 Year	14.12%	14.33%

Rolling Lumpsum Returns

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
1 Year	17.17%	13.38%
3 Year	18.34%	16.38%
5 Year	20.03%	18.17%

Risk Management

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Standard Deviation	12.52%	12.02%
Sharp	0.65%	0.74%
Beta	0.91%	0.87%
Alpha	-0.40%	0.72%

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	10.53	13.5
Large Cap	67.26	64.89
Small Cap	11.11	11.38
Mid Cap	11.11	10.23

Sector Allocation

Scheme Name	Tata Focused Fund-Regular Plan-Growth	360 ONE Focused Fund Regular-Growth
Others	8.02	5.55
Energy	4.43	2.12
Technology	13.26	6.85
Consumer Cyclical	8.09	12.95
Industrials	9.24	19.67
Consumer Defensive	1.85	-
Financial Services	27.81	34.17
Healthcare	12.23	3.31
Basic Materials	5.98	4.67
Real Estate	3.53	-
Utilities	5.57	-
Communication Services	-	10.7

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