- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Focused Equity Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7875 Cr | ₹1739 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 | 1.86 | 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 Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 5.71% | 4.07% |
| 6 Month | -1.74% | -6.81% |
| 1 Year | 11.27% | 8.45% |
| 3 Year | 14.1% | 14.58% |
| 5 Year | 26.47% | 23.66% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.58% | -2.71% |
| 1 Year | -1.16% | -9.36% |
| 3 Year | 14% | 13.31% |
| 5 Year | 16.98% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.09% | 22.62% |
| 3 Year | 15.06% | 19.32% |
| 5 Year | 16.01% | 18.37% |
Risk Management
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.255% |
| Sharp | 0.4% | 0.518% |
| Beta | 0.9% | 0.995% |
| Alpha | -0.69% | -0.625% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Kapil Malhotra |
| Total AUM | ₹14183 Cr | ₹18472 Cr |
| Funds Managed | 3 | 7 |
| Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.95 | 4.77 |
| Large Cap | 56.47 | 58.06 |
| Small Cap | 16.75 | 20.69 |
| Mid Cap | 20.83 | 16.49 |
Sector Allocation
| Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.95 | 4.77 |
| Energy | 5.08 | 4.04 |
| Technology | 4.75 | 12.7 |
| Communication Services | 2.89 | 1.99 |
| Financial Services | 37.63 | 28.27 |
| Basic Materials | 3.08 | 2.32 |
| Consumer Cyclical | 21.99 | 16.91 |
| Healthcare | 7.03 | 7.4 |
| Industrials | 11.6 | 13.18 |
| Real Estate | - | 2.06 |
| Utilities | - | 6.35 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.8%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns6.72%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns6.83%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.94%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.27%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.28%
