Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Focused Equity Fund vs Nippon India Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

Invest Now

tortoise-icon Tata Focused Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

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) ₹8420 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 -0.71% -0.9%
6 Month 11.6% 11.75%
1 Year -0.57% -5.59%
3 Year 14.78% 16.45%
5 Year 21.79% 19.25%

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option Tata Focused Fund-Regular Plan-Growth
6 Month 1.34% 1.5%
1 Year 12.04% 7.95%
3 Year 13.36% 12.63%
5 Year 14.42% 13.98%

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 12.79% 12.87%
Sharp 0.69% 0.73%
Beta 0.91% 0.93%
Alpha -0.87% 0.66%

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 4.81 6.52
Large Cap 59.02 60.55
Mid Cap 22.48 16.71
Small Cap 13.69 16.22

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

Tata Focused Fund-Regular Plan-Growth

Others 4.81 5.95
Energy 5.58 4.16
Technology 4.98 15.15
Financial Services 32.11 25.71
Basic Materials 3.29 2.45
Consumer Cyclical 19.99 8.11
Healthcare 10.62 17.28
Communication Services 1.23 -
Consumer Defensive 2.41 2.05
Industrials 11.22 10.15
Utilities 3.77 6.75
Real Estate - 2.23

Top Comparisons

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns14.78%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns12.66%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns33.92%

VS

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns34.1%

Compare Now

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.75%

VS

Bandhan Floater Fund Regular - Growth Bandhan Floater Fund Regular - Growth

3Y Returns7.6%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns25.56%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns17.76%

Compare Now
Add to Cart Successfully