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)	₹8464 Cr	₹1819 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	0.1%	-0.43%
6 Month	8.71%	8.77%
1 Year	1.97%	-3.05%
3 Year	14.91%	16.25%
5 Year	22.39%	19.67%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
6 Month	1.46%	2%
1 Year	12.83%	8.56%
3 Year	13.78%	13.03%
5 Year	14.71%	14.32%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
1 Year	10.22%	18.6%
3 Year	14.95%	18.64%
5 Year	16.49%	20.38%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.79%	12.87%
Sharp	0.69%	0.73%
Beta	0.91%	0.93%
Alpha	-0.87%	0.66%

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	4.89	9.03
Large Cap	61.37	58.64
Mid Cap	20.85	16.95
Small Cap	12.89	15.38

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Tata Focused Fund-Regular Plan-Growth
Others	4.89	6.62
Energy	5.58	4.17
Technology	4.86	14.36
Financial Services	33.01	26.1
Basic Materials	3.25	2.36
Consumer Cyclical	19.03	8.37
Healthcare	10.35	16.76
Communication Services	1.17	-
Consumer Defensive	3.08	1.94
Industrials	10.88	10.69
Utilities	3.9	6.34
Real Estate	-	2.29