Axis Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1816 Cr | ₹13882 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Dec 2019 | 02 May 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 32.33% | 180% |
Expense Ratio | 2.04 | 1.72 |
Manager | Kapil Malhotra | Shreyash Devalkar |
ISIN Code | INF277K010Y2 | INF846K01CH7 |
Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.98% | 2.69% |
6 Month | 18.2% | 17.53% |
1 Year | 40.74% | 32.15% |
3 Year | 19.04% | 6.95% |
5 Year | - | 14.73% |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.36% | 13.1% |
3 Year | 35.49% | 20.06% |
5 Year | 64.44% | 38.42% |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.31% | 15.01% |
3 Year | 54.89% | 28.22% |
5 Year | 73.86% | 41.51% |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.55% | 15.43% |
Sharp | 0.97% | 0.22% |
Beta | 0.96% | 1.05% |
Alpha | -0.29% | -10.87% |
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Get Free Experts GuidanceScheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kapil Malhotra | Shreyash Devalkar |
Total AUM | ₹18472 Cr | ₹166770 Cr |
Fund Manage | 7 | 14 |
Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Large Cap | 57.48 | 79.33 |
Others | 4.67 | 2.25 |
Small Cap | 16.32 | 0.1 |
Mid Cap | 21.53 | 18.31 |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Technology | 9.76 | - |
Financial | 26.79 | - |
Energy | 12.19 | - |
Others | 4.67 | 2.25 |
Capital Goods | 5.91 | - |
Automobile | 8.46 | - |
Services | 12.47 | - |
Construction | 5.14 | - |
Healthcare | 7.47 | - |
Materials | 4.98 | - |
Insurance | 2.16 | - |
Finance | - | 15.68 |
Power | - | 7.22 |
Banks | - | 13.06 |
Retailing | - | 10.69 |
IT - Software | - | 6.12 |
Chemicals & Petrochemicals | - | 6.09 |
Petroleum Products | - | 5.04 |
Automobiles | - | 7.41 |
Telecom - Services | - | 4.59 |
Pharmaceuticals & Biotechnology | - | 3.45 |
Aerospace & Defense | - | 3.28 |
Auto Components | - | 3.08 |
Healthcare Services | - | 2.64 |
Realty | - | 2.38 |
Cement & Cement Products | - | 2.2 |
Transport Services | - | 2.01 |
Fertilizers & Agrochemicals | - | 1.93 |
Industrial Products | - | 0.77 |
Food Products | - | 0.1 |
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