LIC MF Focused Fund-Direct Plan-Growth vs TATA Focused Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
TATA Focused Fund Direct Plan stands out with a higher star rating of 3 and a significantly lower expense ratio of 0.92%, making it a more cost-effective option for investors. Although LIC MF Focused Fund has a better 1-year return of 2.05% compared to TATA's -1.34%, TATA offers stronger long-term performance with a 5-year CAGR of 9.48% versus LIC's 7.3%. Investors should consider the tradeoff between short-term performance and long-term growth potential when choosing between these funds.
LIC MF Focused Fund-Direct Plan-Growth
LIC Mutual Fund
★★★★★
Equity · Focused
TATA Focused Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Focused
| Metric | LIC MF Focused Fund-Di... | TATA Focused Fund Dire... |
|---|---|---|
| NAV | ₹24.21 | ₹25.52 |
| Star Rating | ★★ | ★★★ |
| Expense Ratio | 2.24% | 0.92% |
| AUM | ₹171 Cr | ₹1,624 Cr |
| 1M Return | +2.84% | +7.57% |
| 3M Return | -2.94% | -2.19% |
| 6M Return | +6.56% | +0.0% |
| 1Y Return | +2.05% | -1.34% |
| 3Y CAGR | +10.14% | +10.14% |
| 5Y CAGR | +7.3% | +9.48% |
| Risk Level | — | — |
| Fund Manager | Alok Ranjan | Rupesh Patel |