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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 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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