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) ₹1848 Cr ₹8250 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 14 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 1.76
Manager Kapil Malhotra Gaurav Misra
ISIN Code INF277K010Y2 INF769K01ES4
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 Mirae Asset 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 Mirae Asset Focused Fund Regular Plan Growth
1 Month 1.5% 3.01%
6 Month 4.94% 10.37%
1 Year 18.26% 18.65%
3 Year 16.94% 8.81%
5 Year 18.4% 16.79%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month - -
1 Year 13.26% 18.4%
3 Year 21.6% 15.75%
5 Year - 17.15%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 23.17% 16.15%
3 Year 19.75% 16.97%
5 Year - 18.22%

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 5.04
Large Cap 57.48 37.29
Small Cap 16.32 27.99
Mid Cap 21.53 29.67

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 4.67 5.04
Energy 12.19 -
Automobile 8.46 -
Materials 4.98 -
Construction 5.14 2.64
Financial 26.79 -
Healthcare 7.47 -
Insurance 2.16 2.86
Technology 9.76 -
Capital Goods 5.91 -
Services 12.47 -
Realty - 1.87
IT - Software - 12.76
Finance - 1.67
Capital Markets - 1.92
Banks - 23.14
Pharmaceuticals & Biotechnology - 2.38
Auto Components - 3.11
Chemicals & Petrochemicals - 2.69
Retailing - 7.25
Consumer Durables - 2.5
Electrical Equipment - 3.87
Gas - 2.18
Telecom - Services - 3.87
Healthcare Services - 2.88
Automobiles - 2.05
Industrial Products - 4.8
Leisure Services - 4.14
Cement & Cement Products - 2.59
Financial Technology (Fintech) - 3.78

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