Nippon India Focused Equity Fund vs Tata Focused Equity Fund compare

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Nippon India Focused Fund - Growth Plan -Growth Option

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Tata Focused 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 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)	₹8553 Cr	₹1796 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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Month	2.01%	2.77%
6 Month	5.17%	-3.62%
1 Year	3.29%	-0.22%
3 Year	19.19%	19.93%
5 Year	24.4%	22.16%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	11.65%	7.6%
1 Year	15.33%	3.96%
3 Year	17.89%	16%
5 Year	18.29%	16.7%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	10.67%	20.84%
3 Year	14.89%	18.86%
5 Year	16.24%	19.02%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.79%	14.17%
Sharp	0.78%	0.72%
Beta	0.91%	0.94%
Alpha	-0.4%	-0.41%

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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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	7.67	8.09
Large Cap	54.08	58.66
Small Cap	15.66	17.77
Mid Cap	22.59	15.48

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	7.67	8.09
Energy	5.75	4.4
Technology	4.12	14.36
Communication Services	2.61	-
Financial Services	32.65	28.45
Basic Materials	2.97	2.2
Consumer Cyclical	22.14	11.58
Healthcare	10.26	12.69
Industrials	11.84	7.74
Consumer Defensive	-	1.83
Real Estate	-	1.93
Utilities	-	6.75