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 | Very High |
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 | 5.56% | 3.47% |
6 Month | -11.71% | -14.63% |
1 Year | 6.96% | 2.55% |
3 Year | 11.88% | 12.08% |
5 Year | 28.54% | 25.27% |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | -3.17% | -7.34% |
1 Year | -7.62% | -12.21% |
3 Year | 12.2% | 12.86% |
5 Year | 16.4% | 15.85% |
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 | 0.43% | 0.518% |
Beta | 0.91% | 0.995% |
Alpha | -0.32% | -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 |
Funds Managed | 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 | 6.92 | 4.77 |
Large Cap | 54.78 | 58.06 |
Small Cap | 16.84 | 20.69 |
Mid Cap | 21.46 | 16.49 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 6.92 | 4.77 |
Energy | 5.08 | 4.04 |
Technology | 5.5 | 12.7 |
Communication Services | 3.12 | 1.99 |
Financial Services | 36.38 | 28.27 |
Basic Materials | 3.18 | 2.32 |
Consumer Cyclical | 20.65 | 16.91 |
Healthcare | 7.25 | 7.4 |
Industrials | 11.91 | 13.18 |
Real Estate | - | 2.06 |
Utilities | - | 6.35 |
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