Edelweiss Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Fund	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1796 Cr	₹961 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Dec 2019	01 Aug 2022
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	49%
Expense Ratio	2.04	2.24
Manager	Kapil Malhotra	Trideep Bhattacharya
ISIN Code	INF277K010Y2	INF754K01OL0
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	Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	3.91%	3.58%
6 Month	-2.3%	-0.04%
1 Year	-0.25%	1.55%
3 Year	19.93%	-
5 Year	22.23%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	7.96%	8.57%
1 Year	5.2%	9.5%
3 Year	15.45%	-
5 Year	16.34%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	20.84%	30.77%
3 Year	18.86%	-
5 Year	19.02%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	14.17%	-
Sharp	0.72%	-
Beta	0.94%	-
Alpha	-0.41%	-

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Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Name	Kapil Malhotra	Trideep Bhattacharya
Total AUM	₹18472 Cr	₹0 Cr
Funds Managed	7	9
	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	8.09	6.3
Large Cap	58.66	72.64
Small Cap	17.77	-
Mid Cap	15.48	21.05

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	8.09	2.9
Energy	4.4	6.34
Technology	14.36	11.34
Consumer Cyclical	11.58	14.35
Industrials	7.74	11.51
Consumer Defensive	1.83	4.29
Financial Services	28.45	33.77
Healthcare	12.69	4.02
Basic Materials	2.2	6.5
Real Estate	1.93	1.73
Utilities	6.75	3.24