Tata Focused Equity Fund vs Nippon India Focused Equity Fund compare

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Nippon India Focused Fund - Growth Plan -Growth Option

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Tata Focused Fund-Regular Plan-Growth

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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)	₹8553 Cr	₹1796 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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	2.93%	2.69%
6 Month	8.02%	-2.12%
1 Year	4.88%	1.07%
3 Year	19.72%	19.89%
5 Year	25.18%	22.72%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	11.65%	7.6%
1 Year	15.33%	3.96%
3 Year	17.89%	16%
5 Year	18.29%	16.7%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	10.67%	20.84%
3 Year	14.89%	18.86%
5 Year	16.24%	19.02%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.79%	14.17%
Sharp	0.78%	0.72%
Beta	0.91%	0.94%
Alpha	-0.4%	-0.41%

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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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	6.95	4.77
Large Cap	55.12	58.06
Small Cap	15.13	20.69
Mid Cap	22.8	16.49

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	6.95	4.77
Petroleum Products	5.93	-
IT - Software	4.13	-
IT - Services	1.47	-
Finance	7.63	-
Banks	22.3	-
Cement & Cement Products	3.33	-
Leisure Services	6.01	-
Pharmaceuticals & Biotechnology	5.44	-
Automobiles	4.91	-
Entertainment	1.06	-
Electrical Equipment	2.99	-
Retailing	7.9	-
Healthcare Services	2.47	-
Auto Components	4.18	-
Diversified	3.5	-
Transport Services	3.4	-
Industrial Manufacturing	2	-
Capital Markets	1.85	-
Insurance	2.55	-
Energy	-	4.04
Consumer Cyclical	-	16.91
Industrials	-	13.18
Financial Services	-	28.27
Healthcare	-	7.4
Communication Services	-	1.99
Basic Materials	-	2.32
Real Estate	-	2.06
Technology	-	12.7
Utilities	-	6.35