Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7875 Cr | ₹1739 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 05 Dec 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | 32.33% |
Expense Ratio | 1.86 | 2.04 |
Manager | Vinay Sharma | Kapil Malhotra |
ISIN Code | INF204K01GE7 | INF277K010Y2 |
Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | -1.58% | -2.27% |
6 Month | -11.74% | -11.02% |
1 Year | 4.66% | 4.1% |
3 Year | 11.94% | 13.38% |
5 Year | 17.18% | 16.12% |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.43% | -8.26% |
3 Year | 11.16% | 13.65% |
5 Year | 16.68% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.09% | 22.62% |
3 Year | 15.06% | 19.32% |
5 Year | 16.01% | 18.37% |
Risk Management
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.79% | 14.255% |
Sharp | 0.37% | 0.518% |
Beta | 0.97% | 0.995% |
Alpha | -2.3% | -0.625% |
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Fund Managers
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Vinay Sharma | Kapil Malhotra |
Total AUM | ₹14183 Cr | ₹18472 Cr |
Fund Manage | 3 | 7 |
Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 10.21 | 2.62 |
Small Cap | 21.58 | 25.04 |
Large Cap | 48.84 | 56.27 |
Mid Cap | 19.37 | 16.07 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 10.21 | 2.62 |
Cement & Cement Products | 1.77 | 2.15 |
Petroleum Products | 4.25 | 3.62 |
IT - Software | 4.7 | 8.45 |
IT - Services | 2.78 | - |
Finance | 9.02 | 2.1 |
Banks | 22.56 | 22.3 |
Leisure Services | 6.26 | 2.69 |
Automobiles | 6.55 | - |
Diversified FMCG | 3.03 | - |
Entertainment | 1.71 | 2.22 |
Electrical Equipment | 2.28 | - |
Retailing | 4.42 | 8.36 |
Healthcare Services | 2.7 | 1.99 |
Auto Components | 4.93 | 5.32 |
Diversified | 3.97 | - |
Industrial Manufacturing | 2.89 | - |
Consumer Durables | 0.97 | 5.43 |
Capital Markets | 1.92 | - |
Insurance | 3.08 | 1.94 |
Construction | - | 10.06 |
Agricultural, Commercial & Construction Vehicles | - | 3.01 |
Pharmaceuticals & Biotechnology | - | 5.39 |
Realty | - | 2.3 |
Commercial Services & Supplies | - | 3.97 |
Power | - | 6.08 |
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