Tata Focused Equity Fund vs 360 ONE Focused Equity Fund Regular compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon 360 ONE Focused Equity Fund Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
Fund Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1816 Cr ₹7640 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 30 Oct 2014
Category Focused Focused
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 32.33% %
Expense Ratio 2.04 1.8
Manager Kapil Malhotra Mayur Patel
ISIN Code INF277K010Y2 INF579M01878
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Month 2.98% 1%
6 Month 18.2% 21.53%
1 Year 40.74% 41.35%
3 Year 19.04% 20.24%
5 Year - 25.4%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year 14.36% 17.03%
3 Year 35.49% 40.36%
5 Year 64.44% 81.38%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Year 24.31% 24.71%
3 Year 54.89% 61.14%
5 Year 73.86% 89.65%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
Standard Deviation 12.55% 12.65%
Sharp 0.97% 1.08%
Beta 0.96% 0.88%
Alpha -0.29% 2.96%

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Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
Name Kapil Malhotra Mayur Patel
Total AUM ₹18472 Cr ₹6984 Cr
Fund Manage 7 3
Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

360 ONE Focused Equity Fund Regular-Growth

Large Cap 57.48 60.97
Others 4.67 2.39
Small Cap 16.32 13.12
Mid Cap 21.53 23.51

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

360 ONE Focused Equity Fund Regular-Growth

Technology 9.76 6.46
Financial 26.79 29.13
Energy 12.19 7.48
Others 4.67 2.25
Capital Goods 5.91 2.45
Automobile 8.46 15.29
Services 12.47 4.65
Construction 5.14 4.66
Healthcare 7.47 2.19
Materials 4.98 3.74
Insurance 2.16 -
Communication - 13.39
Chemicals - 2.51
Metals & Mining - 3.8
Consumer Discretionary - 1.99

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