Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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tortoise-icon Tata Focused Equity 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 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 Very High
Asset Size (Cr) ₹8477 Cr ₹1848 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 1.85 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 -4.73% -6.52%
6 Month -8.28% -5.57%
1 Year 5.77% 8.83%
3 Year 11.49% 12.98%
5 Year 17.76% 16.84%

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 -2.25% 1.77%
3 Year 13.56% 17.53%
5 Year 18.12% 19.2%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 10.95% 23.17%
3 Year 15.11% 19.75%
5 Year 15.75% -

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 12.79% 12.55%
Sharp 0.57% 0.97%
Beta 0.95% 0.96%
Alpha 0.02% -0.29%

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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 4.67
Small Cap 21.58 16.32
Large Cap 48.84 57.48
Mid Cap 19.37 21.53

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 10.21 4.67
Cement & Cement Products 1.77 -
Petroleum Products 4.25 -
IT - Software 4.7 -
IT - Services 2.78 -
Finance 9.02 -
Banks 22.56 -
Leisure Services 6.26 -
Automobiles 6.55 -
Diversified FMCG 3.03 -
Entertainment 1.71 -
Electrical Equipment 2.28 -
Retailing 4.42 -
Healthcare Services 2.7 -
Auto Components 4.93 -
Diversified 3.97 -
Industrial Manufacturing 2.89 -
Consumer Durables 0.97 -
Capital Markets 1.92 -
Insurance 3.08 2.16
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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