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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
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) | ₹1739 Cr | ₹12350 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 | 1.74 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 6.36% | 8.41% |
| 6 Month | -10.57% | -4.91% |
| 1 Year | 5.98% | 6.75% |
| 3 Year | 12.71% | 6.57% |
| 5 Year | 23.14% | 16.31% |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.45% | -1.78% |
| 1 Year | -16.35% | -7.27% |
| 3 Year | 10.23% | 8.86% |
| 5 Year | 13.83% | 8.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.62% | 14.68% |
| 3 Year | 19.32% | 14.5% |
| 5 Year | 18.37% | 13.74% |
Risk Management
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.255% | 15.748% |
| Sharp | 0.518% | -0.086% |
| Beta | 0.995% | 0.984% |
| Alpha | -0.625% | -7.923% |
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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 |
| Funds Managed | 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 | 4.77 | 6.92 |
| Large Cap | 58.06 | 74.02 |
| Small Cap | 20.69 | - |
| Mid Cap | 16.49 | 19.06 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.77 | 6.92 |
| Energy | 4.04 | - |
| Consumer Cyclical | 16.91 | 11.66 |
| Industrials | 13.18 | 8.32 |
| Financial Services | 28.27 | 33.08 |
| Healthcare | 7.4 | 9.35 |
| Communication Services | 1.99 | 8.65 |
| Basic Materials | 2.32 | 6.1 |
| Real Estate | 2.06 | 2.84 |
| Technology | 12.7 | 7.04 |
| Utilities | 6.35 | 4.95 |
| Consumer Defensive | - | 1.11 |
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