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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) | ₹8420 Cr | ₹1813 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 | 2.35% | 1.41% |
| 6 Month | 17.28% | 15.27% |
| 1 Year | -1.4% | -5.89% |
| 3 Year | 13.44% | 14.87% |
| 5 Year | 21.6% | 19.91% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.57% | 3.9% |
| 1 Year | 12.92% | 8.22% |
| 3 Year | 14.38% | 13.85% |
| 5 Year | 15.26% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.41% | 19.73% |
| 3 Year | 15.09% | 18.87% |
| 5 Year | 16.39% | 21.71% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 13.13% |
| Sharp | 0.61% | 0.62% |
| Beta | 0.91% | 0.93% |
| Alpha | -0.65% | 0.77% |
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 | 3.36 | 9.79 |
| Large Cap | 60.49 | 56.53 |
| Small Cap | 13.64 | 18.27 |
| Mid Cap | 22.51 | 15.42 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.36 | 9.79 |
| Energy | 5.59 | 4.24 |
| Technology | 3.96 | 13.58 |
| Communication Services | 1.07 | - |
| Financial Services | 32.14 | 26.76 |
| Basic Materials | 3.19 | 2.36 |
| Consumer Cyclical | 22.6 | 9.41 |
| Healthcare | 11.11 | 15.33 |
| Consumer Defensive | 1.73 | 1.93 |
| Industrials | 11.47 | 7.99 |
| Utilities | 3.77 | 6.83 |
| Real Estate | - | 1.78 |
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