Axis Focused Fund vs Tata Focused Equity Fund compare

Tata Focused Equity Fund-Regular Plan-Growth

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Axis Focused Fund - Regular Plan - Growth Option

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Overview

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	-5.64%	-6.16%
6 Month	8.33%	5.31%
1 Year	27.35%	20.87%
3 Year	14.5%	2.48%
5 Year	-	11.29%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.04%	15.06%
3 Year	22.77%	13.76%
5 Year	-	12.82%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Year	23.17%	14.58%
3 Year	19.75%	14.67%
5 Year	-	14.05%

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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Scheme 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
Others	4.67	2.25
Large Cap	57.48	79.33
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
Others	4.67	2.25
Energy	12.19	-
Automobile	8.46	-
Materials	4.98	-
Construction	5.14	-
Financial	26.79	-
Healthcare	7.47	-
Insurance	2.16	-
Technology	9.76	-
Capital Goods	5.91	-
Services	12.47	-
Petroleum Products	-	5.04
Banks	-	13.06
Aerospace & Defense	-	3.28
Auto Components	-	3.08
Cement & Cement Products	-	2.2
Automobiles	-	7.41
Finance	-	15.68
Retailing	-	10.69
Industrial Products	-	0.77
Chemicals & Petrochemicals	-	6.09
Pharmaceuticals & Biotechnology	-	3.45
Telecom - Services	-	4.59
Healthcare Services	-	2.64
IT - Software	-	6.12
Food Products	-	0.1
Fertilizers & Agrochemicals	-	1.93
Transport Services	-	2.01
Realty	-	2.38
Power	-	7.22