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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 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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