Tata Focused Equity Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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 |
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