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360 ONE Focused Equity Fund Regular vs Tata Focused Equity Fund compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon 360 ONE Focused Equity Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
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 4.07% 3.14%
6 Month -6.81% -3.04%
1 Year 8.45% 7.33%
3 Year 14.58% 16.57%
5 Year 23.66% 25.04%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month -2.71% 0.39%
1 Year -9.36% -5.2%
3 Year 13.31% 15.32%
5 Year 15.75% 17.19%

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
Funds Managed 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 4.77 4.21
Large Cap 58.06 65.98
Small Cap 20.69 17.27
Mid Cap 16.49 12.53

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

360 ONE Focused Equity Fund Regular-Growth

Others 4.77 4.03
Energy 4.04 -
Consumer Cyclical 16.91 15.74
Industrials 13.18 11.19
Financial Services 28.27 32.3
Healthcare 7.4 6.78
Communication Services 1.99 10.29
Basic Materials 2.32 6.33
Real Estate 2.06 -
Technology 12.7 10.72
Utilities 6.35 1.01
Consumer Defensive - 1.6

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