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Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8790 Cr | ₹1859 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 | 1.84 | 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 Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.03% | -2.79% |
| 6 Month | -1.42% | -0.63% |
| 1 Year | 8.51% | 1.99% |
| 3 Year | 14.04% | 13.8% |
| 5 Year | 15.14% | 14.17% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.56% | -0.31% |
| 1 Year | 9.4% | 6.96% |
| 3 Year | 11.63% | 10.14% |
| 5 Year | 12.95% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.05% | 16.63% |
| 3 Year | 14.93% | 18.12% |
| 5 Year | 16.68% | 19.84% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 12.55% |
| Sharp | 0.76% | 0.72% |
| Beta | 0.89% | 0.91% |
| Alpha | -0.4% | -0.98% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Kapil Malhotra |
| Total AUM | ₹14183 Cr | ₹18472 Cr |
| Funds Managed | 3 | 7 |
| Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.33 | 8.24 |
| Large Cap | 61.27 | 70.39 |
| Mid Cap | 19.43 | 11.49 |
| Small Cap | 10.96 | 9.88 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.87 | 6.5 |
| Energy | 5.82 | 4.7 |
| Technology | 4.82 | 10.42 |
| Financial Services | 33.51 | 26.48 |
| Basic Materials | 3.21 | 7.44 |
| Consumer Cyclical | 21.04 | 11.25 |
| Healthcare | 10.3 | 13.16 |
| Communication Services | 1.07 | 0.83 |
| Utilities | 7.01 | 5.58 |
| Consumer Defensive | 3.35 | 1.25 |
| Industrials | 7 | 9.64 |
| Real Estate | - | 2.74 |
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