Mirae Asset Focused Fund Regular Plan Growth vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Mirae Asset Focused Fund Regular Plan Growth
Chart Comparison
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) | ₹1739 Cr | ₹7664 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 | 3.47% | 5.02% |
6 Month | -14.63% | -12.06% |
1 Year | 2.55% | 6.01% |
3 Year | 12.08% | 6.55% |
5 Year | 25.27% | 23.18% |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
6 Month | -7.34% | -6.85% |
1 Year | -12.21% | -7.54% |
3 Year | 12.86% | 8.44% |
5 Year | 15.85% | 11.22% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
1 Year | 22.62% | 16.52% |
3 Year | 19.32% | 16.1% |
5 Year | 18.37% | 17.24% |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.255% | 12.237% |
Sharp | 0.518% | 0.078% |
Beta | 0.995% | 0.812% |
Alpha | -0.625% | -5.562% |
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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 |
Funds Managed | 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 | 4.77 | 3.89 |
Large Cap | 58.06 | 39.06 |
Small Cap | 20.69 | 27.64 |
Mid Cap | 16.49 | 29.42 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Mirae Asset Focused Fund Regular Plan Growth |
---|---|---|
Others | 4.77 | 3.89 |
Energy | 4.04 | - |
Consumer Cyclical | 16.91 | 20.85 |
Industrials | 13.18 | 8.54 |
Financial Services | 28.27 | 26.35 |
Healthcare | 7.4 | 4.67 |
Communication Services | 1.99 | 4.05 |
Basic Materials | 2.32 | 8.65 |
Real Estate | 2.06 | 2.14 |
Technology | 12.7 | 18.58 |
Utilities | 6.35 | 2.29 |
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