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

Link copied to clipboard!

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

Invest Now

tortoise-icon 360 ONE Focused Equity Fund Regular-Growth

Invest Now

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) ₹1816 Cr ₹7640 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 30 Oct 2014
Category Focused Focused
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 32.33% %
Expense Ratio 2.04 1.8
Manager Kapil Malhotra Mayur Patel
ISIN Code INF277K010Y2 INF579M01878
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Month 2.98% 1%
6 Month 18.2% 21.53%
1 Year 40.74% 41.35%
3 Year 19.04% 20.24%
5 Year - 25.4%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year 14.36% 17.03%
3 Year 35.49% 40.36%
5 Year 64.44% 81.38%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Year 24.31% 24.71%
3 Year 54.89% 61.14%
5 Year 73.86% 89.65%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
Standard Deviation 12.55% 12.65%
Sharp 0.97% 1.08%
Beta 0.96% 0.88%
Alpha -0.29% 2.96%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.67 2.39
Large Cap 57.48 60.97
Small Cap 16.32 13.12
Mid Cap 21.53 23.51

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

360 ONE Focused Equity Fund Regular-Growth

Others 4.67 2.25
Energy 12.19 7.48
Automobile 8.46 15.29
Materials 4.98 3.74
Construction 5.14 4.66
Financial 26.79 29.13
Healthcare 7.47 2.19
Insurance 2.16 -
Technology 9.76 6.46
Capital Goods 5.91 2.45
Services 12.47 4.65
Communication - 13.39
Metals & Mining - 3.8
Chemicals - 2.51
Consumer Discretionary - 1.99

Top Comparisons

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns10.75%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns19.46%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns15.7%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns13.44%

Compare Now

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns21.18%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns18.54%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.06%

VS

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully