- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- 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 | 5.56% | 3.47% |
| 6 Month | -11.71% | -14.63% |
| 1 Year | 6.96% | 2.55% |
| 3 Year | 11.88% | 12.08% |
| 5 Year | 28.54% | 25.27% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.17% | -7.34% |
| 1 Year | -7.62% | -12.21% |
| 3 Year | 12.2% | 12.86% |
| 5 Year | 16.4% | 15.85% |
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 | 0.43% | 0.518% |
| Beta | 0.91% | 0.995% |
| Alpha | -0.32% | -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 | 6.92 | 4.77 |
| Large Cap | 54.78 | 58.06 |
| Small Cap | 16.84 | 20.69 |
| Mid Cap | 21.46 | 16.49 |
Sector Allocation
| Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.92 | 4.77 |
| Energy | 5.08 | 4.04 |
| Technology | 5.5 | 12.7 |
| Communication Services | 3.12 | 1.99 |
| Financial Services | 36.38 | 28.27 |
| Basic Materials | 3.18 | 2.32 |
| Consumer Cyclical | 20.65 | 16.91 |
| Healthcare | 7.25 | 7.4 |
| Industrials | 11.91 | 13.18 |
| Real Estate | - | 2.06 |
| Utilities | - | 6.35 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.99%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.65%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns11.64%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns12.94%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.9%
Quant Mid Cap Fund-Growth
3Y Returns16.87%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns15.02%
Quant BFSI Fund Regular - Growth
3Y Returns0%
