- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8464 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 | 1.23% | 0.36% |
| 6 Month | 6.74% | 6.21% |
| 1 Year | 4.27% | -1.58% |
| 3 Year | 14.04% | 13.83% |
| 5 Year | 21.18% | 18.57% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.84% | 3.23% |
| 1 Year | 14.24% | 10.14% |
| 3 Year | 13.81% | 12.84% |
| 5 Year | 14.51% | 14.06% |
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% | 12.52% |
| Sharp | 0.69% | 0.65% |
| Beta | 0.91% | 0.91% |
| Alpha | -0.87% | -0.40% |
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 | 4.89 | 9.03 |
| Large Cap | 61.37 | 58.64 |
| Mid Cap | 20.85 | 16.95 |
| Small Cap | 12.89 | 15.38 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.89 | 6.62 |
| Energy | 5.58 | 4.17 |
| Technology | 4.86 | 14.36 |
| Financial Services | 33.01 | 26.1 |
| Basic Materials | 3.25 | 2.36 |
| Consumer Cyclical | 19.03 | 8.37 |
| Healthcare | 10.35 | 16.76 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | 1.94 |
| Industrials | 10.88 | 10.69 |
| Utilities | 3.9 | 6.34 |
| Real Estate | - | 2.29 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.05%
Quant Large Cap Fund Regular - Growth
3Y Returns14.27%
PGIM India Gilt Fund - Growth
3Y Returns6.76%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.45%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.49%
Franklin India Balanced Advantage Fund- Growth
3Y Returns12.68%
HSBC Overnight Fund - Regular Growth
3Y Returns6.35%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%
