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360 ONE Focused Equity Fund Regular vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
360 ONE Focused Equity Fund Regular-Growth
Chart Comparison
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) | ₹1739 Cr | ₹6885 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 | 1.47% | 1.4% |
| 6 Month | -6.07% | -3.41% |
| 1 Year | 2.37% | 0.89% |
| 3 Year | 19.16% | 21.26% |
| 5 Year | 22.79% | 24.03% |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.98% | 7.74% |
| 1 Year | -0.11% | 5.73% |
| 3 Year | 14.74% | 16.96% |
| 5 Year | 16.02% | 17.64% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
|---|---|---|
| 1 Year | 20.84% | 15.15% |
| 3 Year | 18.86% | 16.3% |
| 5 Year | 19.02% | 17.73% |
Risk Management
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | 360 ONE Focused Equity Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 14.255% | 13.676% |
| Sharp | 0.518% | 0.506% |
| Beta | 0.995% | 0.943% |
| Alpha | -0.625% | -0.687% |
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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 |
| Funds Managed | 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 | 4.77 | 4.21 |
| Large Cap | 58.06 | 65.98 |
| Small Cap | 20.69 | 17.27 |
| Mid Cap | 16.49 | 12.53 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
360 ONE Focused Equity Fund Regular-Growth |
|---|---|---|
| Others | 4.77 | 4.03 |
| Energy | 4.04 | - |
| Consumer Cyclical | 16.91 | 15.74 |
| Industrials | 13.18 | 11.19 |
| Financial Services | 28.27 | 32.3 |
| Healthcare | 7.4 | 6.78 |
| Communication Services | 1.99 | 10.29 |
| Basic Materials | 2.32 | 6.33 |
| Real Estate | 2.06 | - |
| Technology | 12.7 | 10.72 |
| Utilities | 6.35 | 1.01 |
| Consumer Defensive | - | 1.6 |
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