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Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8887 Cr | ₹1881 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 | 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 Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.94% | -0.52% |
| 6 Month | 3.37% | 4.43% |
| 1 Year | 6.7% | -0.97% |
| 3 Year | 13.96% | 13.9% |
| 5 Year | 17.79% | 16.39% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.44% | 0.22% |
| 1 Year | 10.57% | 7.66% |
| 3 Year | 12.66% | 11.47% |
| 5 Year | 13.74% | 13.26% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.1% | 16.84% |
| 3 Year | 14.89% | 18.29% |
| 5 Year | 16.65% | 19.98% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 12.46% |
| Sharp | 0.66% | 0.59% |
| Beta | 0.9% | 0.90% |
| Alpha | -0.75% | -0.41% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Kapil Malhotra |
| Total AUM | ₹14183 Cr | ₹18472 Cr |
| Funds Managed | 3 | 7 |
| Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.41 | 7.53 |
| Large Cap | 61.42 | 71.56 |
| Mid Cap | 19.76 | 11.1 |
| Small Cap | 11.41 | 9.81 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.64 | 5.77 |
| Energy | 5.75 | 4.63 |
| Technology | 5.01 | 12.83 |
| Financial Services | 32.96 | 27.61 |
| Basic Materials | 3.08 | 6.64 |
| Consumer Cyclical | 20.04 | 10.1 |
| Healthcare | 10.43 | 12.97 |
| Communication Services | 1.11 | - |
| Consumer Defensive | 3.26 | 1.84 |
| Industrials | 9.79 | 9.29 |
| Utilities | 3.93 | 5.47 |
| Real Estate | - | 2.86 |
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