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

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Tata Focused Equity Fund-Regular Plan-Growth

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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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	360 ONE Focused Equity Fund Regular-Growth
1 Month	4.2%	5.48%
6 Month	-14.1%	-11.54%
1 Year	4.58%	7.28%
3 Year	12.74%	14.58%
5 Year	24.63%	26.53%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	360 ONE Focused Equity Fund Regular-Growth
6 Month	-7.34%	-3.26%
1 Year	-12.21%	-9.21%
3 Year	12.86%	14.76%
5 Year	15.85%	17.19%

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%

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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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

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

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