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

Link copied to clipboard!

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

Invest Now

tortoise-icon 360 ONE Focused Equity Fund Regular-Growth

Invest Now

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 -2.45% -3.02%
6 Month 8.52% 3.09%
1 Year 29.11% 25.27%
3 Year 15.53% 14.25%
5 Year - 21.01%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Year 23.17% 16.04%
3 Year 19.75% 16.87%
5 Year - 17.23%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Others 4.67 2.39
Large Cap 57.48 60.97
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

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

Top Comparisons

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns16.68%

VS

Nippon India Large Cap  Fund- Growth Plan -Growth Option Nippon India Large Cap Fund- Growth Plan -Growth Option

3Y Returns19.35%

Compare Now

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns6.15%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.01%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns19.97%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns17.1%

Compare Now

UTI QUARTERLY INTERVAL FUND III GROWTH UTI QUARTERLY INTERVAL FUND III GROWTH

3Y Returns5.91%

VS

UTI QUARTERLY INTERVAL FUND III GROWTH UTI QUARTERLY INTERVAL FUND III GROWTH

3Y Returns5.91%

Compare Now
Request call back
Add to Cart Successfully