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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) | ₹8712 Cr | ₹1866 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 | 0.94% | 1.16% |
| 6 Month | 3.75% | 5.73% |
| 1 Year | 4.7% | -2.46% |
| 3 Year | 13.6% | 13.76% |
| 5 Year | 18.83% | 17.23% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.11% | 2.91% |
| 1 Year | 15.92% | 12.56% |
| 3 Year | 13.58% | 12.52% |
| 5 Year | 14.13% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.2% | 17.17% |
| 3 Year | 14.92% | 18.34% |
| 5 Year | 16.62% | 20.03% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 12.46% |
| Sharp | 0.66% | 0.59% |
| Beta | 0.9% | 0.90% |
| Alpha | -0.75% | -0.41% |
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 | 3.71 | 10.53 |
| Large Cap | 62.2 | 67.26 |
| Mid Cap | 21.24 | 11.11 |
| Small Cap | 12.85 | 11.11 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.71 | 8.02 |
| Energy | 5.56 | 4.43 |
| Technology | 4.86 | 13.26 |
| Financial Services | 34.14 | 27.81 |
| Basic Materials | 3.31 | 5.98 |
| Consumer Cyclical | 18.78 | 8.09 |
| Healthcare | 10.38 | 12.23 |
| Communication Services | 1.28 | - |
| Consumer Defensive | 3.24 | 1.85 |
| Industrials | 10.6 | 9.24 |
| Utilities | 4.14 | 5.57 |
| Real Estate | - | 3.53 |
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