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)	₹1848 Cr	₹13356 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Dec 2019	29 Jun 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	1.73
Manager	Kapil Malhotra	Shreyash Devalkar
ISIN Code	INF277K010Y2	INF846K01CH7
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	Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	1.5%	2.24%
6 Month	4.94%	2.1%
1 Year	18.26%	16.08%
3 Year	16.94%	5.28%
5 Year	18.4%	11.51%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	13.26%	10.45%
3 Year	21.6%	13.52%
5 Year	-	12.55%

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	5.54
Large Cap	57.48	73.41
Small Cap	16.32	-
Mid Cap	21.53	21.06

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	4.67	5.54
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	-
Banks	-	17.55
Aerospace & Defense	-	3.02
Auto Components	-	1.12
Cement & Cement Products	-	0.69
Automobiles	-	6.98
Finance	-	9.91
Retailing	-	11.35
Industrial Products	-	0.89
Chemicals & Petrochemicals	-	5
Pharmaceuticals & Biotechnology	-	4.6
Electrical Equipment	-	1.34
Telecom - Services	-	5.7
Financial Technology (Fintech)	-	3.32
Healthcare Services	-	2.82
IT - Software	-	5.97
Fertilizers & Agrochemicals	-	2.37
Transport Services	-	2.67
Realty	-	2.76
Power	-	6.41