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) ₹1848 Cr ₹7617 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 1.5% 0.47%
6 Month 4.94% -1.18%
1 Year 18.26% 15.8%
3 Year 16.94% 14.82%
5 Year 18.4% 20.33%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year 13.26% 6.68%
3 Year 21.6% 19.51%
5 Year - 21.04%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Year 23.17% 16.04%
3 Year 19.75% 16.87%
5 Year - 17.23%

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%

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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 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

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