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) ₹1848 Cr ₹7617 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 24 Oct 2014
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 32.33% %
Expense Ratio 2.04 1.78
Manager Kapil Malhotra Mayur Patel
ISIN Code INF277K010Y2 INF579M01878
Exits Load Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
1 Month -7.42% -3.48%
6 Month -6.9% -8.79%
1 Year 9.1% 10.84%
3 Year 13.4% 13.15%
5 Year 17.2% 18.79%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth 360 ONE Focused Equity Fund Regular-Growth
6 Month - -
1 Year 9.62% 0.6%
3 Year 20.97% 18%
5 Year 21.29% 19.9%

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%

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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

Others 2.62 2.39
Large Cap 56.27 60.97
Small Cap 25.04 13.12
Mid Cap 16.07 23.51

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

360 ONE Focused Equity Fund Regular-Growth

Others 2.62 2.25
Petroleum Products 3.62 -
Auto Components 5.32 -
Construction 10.06 4.66
Banks 22.3 -
Healthcare Services 1.99 -
Insurance 1.94 -
Finance 2.1 -
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 -
Pharmaceuticals & Biotechnology 5.39 -
Cement & Cement Products 2.15 -
Realty 2.3 -
Retailing 8.36 -
IT - Software 8.45 -
Commercial Services & Supplies 3.97 -
Power 6.08 -
Leisure Services 2.69 -
Communication - 13.39
Technology - 6.46
Financial - 29.13
Automobile - 15.29
Services - 4.65
Metals & Mining - 3.8
Energy - 7.48
Chemicals - 2.51
Capital Goods - 2.45
Consumer Discretionary - 1.99
Healthcare - 2.19
Materials - 3.74

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