Mirae Asset Focused Fund Regular Plan Growth 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 Mirae Asset Focused Fund Regular Plan Growth

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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 Mirae Asset Focused Fund Regular Plan Growth
Fund Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1816 Cr ₹8261 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 05 May 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 32.33% 34%
Expense Ratio 2.04 1.75
Manager Kapil Malhotra Gaurav Misra
ISIN Code INF277K010Y2 INF769K01ES4
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
1 Month 2.98% 2.34%
6 Month 18.2% 15.48%
1 Year 40.74% 23.22%
3 Year 19.04% 10.98%
5 Year - 19.17%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month - -
1 Year 14.36% 7.32%
3 Year 35.49% 16.45%
5 Year 64.44% 46.27%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 24.31% 19.38%
3 Year 54.89% 38.86%
5 Year 73.86% 52.26%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation 12.55% 11.06%
Sharp 0.97% 0.46%
Beta 0.96% 0.81%
Alpha -0.29% -5.69%

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Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
Name Kapil Malhotra Gaurav Misra
Total AUM ₹18472 Cr ₹45211 Cr
Fund Manage 7 2
Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 4.67 1.26
Large Cap 57.48 51.09
Small Cap 16.32 19.74
Mid Cap 21.53 27.91

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 4.67 1.26
Energy 12.19 8.12
Automobile 8.46 4.92
Materials 4.98 2.49
Construction 5.14 2.77
Financial 26.79 31.31
Healthcare 7.47 5.88
Insurance 2.16 -
Technology 9.76 10.42
Capital Goods 5.91 4.7
Services 12.47 14.49
Chemicals - 2.21
Consumer Discretionary - 2.9
Communication - 3.75
Diversified - 1.92
Metals & Mining - 1.32
Textiles - 1.54

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