Tata Focused Fund-Direct Plan-Growth vs TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Both Tata Focused Fund-Direct Plan-Growth and TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option exhibit identical metrics across all categories, including returns, expense ratio, AUM, and star rating. This means that there is no clear stronger option based on the provided data, as both funds perform equally well. The primary tradeoff here lies in the distribution approach, with one fund focusing on growth and the other on income distribution, which may affect investor preferences based on their income needs. For investors choosing between them, the decision may come down to whether they prefer a growth-oriented strategy or a payout option.
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Focused
TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Focused
| Metric | Tata Focused Fund-Dire... | TATA Focused Fund Dire... |
|---|---|---|
| NAV | ₹25.52 | ₹25.52 |
| Star Rating | ★★★ | ★★★ |
| Expense Ratio | 0.92% | 0.92% |
| AUM | ₹1,624 Cr | ₹1,624 Cr |
| 1M Return | +7.57% | +7.57% |
| 3M Return | -2.19% | -2.19% |
| 6M Return | +0.0% | +0.0% |
| 1Y Return | -1.34% | -1.34% |
| 3Y CAGR | +10.14% | +10.14% |
| 5Y CAGR | +9.48% | +9.48% |
| Risk Level | — | — |
| Fund Manager | Rupesh Patel | Rupesh Patel |