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) ₹8586 Cr ₹1816 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 Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Month 5.65% 2.98%
6 Month 23.76% 18.2%
1 Year 30.52% 40.74%
3 Year 18% 19.04%
5 Year 23.52% -

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 14.23% 14.36%
3 Year 34.18% 35.49%
5 Year 75.88% 64.44%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 24.59% 24.31%
3 Year 59.24% 54.89%
5 Year 84.23% 73.86%

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 0.84% 0.97%
Beta 0.94% 0.96%
Alpha 1.85% -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 4.9 4.67
Large Cap 50.73 57.48
Small Cap 21.25 16.32
Mid Cap 23.12 21.53

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Tata Focused Equity Fund-Regular Plan-Growth

Others 4.25 4.67
Materials 2.94 4.98
Energy 3.95 12.19
Technology 9.53 9.76
Financial 34.67 26.79
Services 12.99 12.47
Consumer Staples 5 -
Automobile 10.28 8.46
Healthcare 3.69 7.47
Diversified 3.89 -
Capital Goods 5.02 5.91
Consumer Discretionary 1.68 -
Insurance 2.11 2.16
Construction - 5.14

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