360 ONE Focused Equity Fund Regular vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
360 ONE Focused Equity Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1739 Cr | ₹6885 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Dec 2019 | 24 Oct 2014 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 32.33% | % |
Expense Ratio | 2.04 | 1.78 |
Manager | Kapil Malhotra | Mayur Patel |
ISIN Code | INF277K010Y2 | INF579M01878 |
Exits Load | 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 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
1 Month | -2.27% | -1.41% |
6 Month | -11.02% | -11.4% |
1 Year | 4.1% | 6.73% |
3 Year | 13.38% | 13.43% |
5 Year | 16.12% | 16.99% |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.26% | -7.73% |
3 Year | 13.65% | 14.28% |
5 Year | 17.01% | 17.63% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
1 Year | 22.62% | 16.06% |
3 Year | 19.32% | 16.35% |
5 Year | 18.37% | 17.57% |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Standard Deviation | 14.255% | 13.676% |
Sharp | 0.518% | 0.506% |
Beta | 0.995% | 0.943% |
Alpha | -0.625% | -0.687% |
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Fund Managers
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Name | Kapil Malhotra | Mayur Patel |
Total AUM | ₹18472 Cr | ₹6984 Cr |
Fund Manage | 7 | 3 |
Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
Market Cap
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 2.62 | 2.39 |
Large Cap | 56.27 | 60.97 |
Small Cap | 25.04 | 13.12 |
Mid Cap | 16.07 | 23.51 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
360 ONE Focused Equity Fund Regular-Growth |
---|---|---|
Others | 2.62 | 2.25 |
Petroleum Products | 3.62 | - |
Auto Components | 5.32 | - |
Construction | 10.06 | 4.66 |
Banks | 22.3 | - |
Healthcare Services | 1.99 | - |
Insurance | 1.94 | - |
Finance | 2.1 | - |
Entertainment | 2.22 | - |
Agricultural, Commercial & Construction Vehicles | 3.01 | - |
Consumer Durables | 5.43 | - |
Pharmaceuticals & Biotechnology | 5.39 | - |
Cement & Cement Products | 2.15 | - |
Realty | 2.3 | - |
Retailing | 8.36 | - |
IT - Software | 8.45 | - |
Commercial Services & Supplies | 3.97 | - |
Power | 6.08 | - |
Leisure Services | 2.69 | - |
Communication | - | 13.39 |
Technology | - | 6.46 |
Financial | - | 29.13 |
Automobile | - | 15.29 |
Services | - | 4.65 |
Metals & Mining | - | 3.8 |
Energy | - | 7.48 |
Chemicals | - | 2.51 |
Capital Goods | - | 2.45 |
Consumer Discretionary | - | 1.99 |
Healthcare | - | 2.19 |
Materials | - | 3.74 |
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