Axis Focused Fund 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 Axis Focused Fund - Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 23.12% 14.42%
3 Year 19.81% 14.69%
5 Year - 14.1%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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