- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1739 Cr | ₹897 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.36% | 6.14% |
| 6 Month | -10.57% | -7.48% |
| 1 Year | 5.98% | 10.22% |
| 3 Year | 12.71% | - |
| 5 Year | 23.14% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.71% | -0.95% |
| 1 Year | -9.36% | -4.65% |
| 3 Year | 13.31% | - |
| 5 Year | 15.75% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.62% | 33.15% |
| 3 Year | 19.32% | - |
| 5 Year | 18.37% | - |
Risk Management
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.255% | - |
| Sharp | 0.518% | - |
| Beta | 0.995% | - |
| Alpha | -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 | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.77 | 6.4 |
| Large Cap | 58.06 | 67.43 |
| Small Cap | 20.69 | 3.43 |
| Mid Cap | 16.49 | 22.74 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.77 | 3.35 |
| Energy | 4.04 | 4.44 |
| Consumer Cyclical | 16.91 | 16.75 |
| Industrials | 13.18 | 14.09 |
| Financial Services | 28.27 | 30.14 |
| Healthcare | 7.4 | 4.37 |
| Communication Services | 1.99 | - |
| Basic Materials | 2.32 | 3.52 |
| Real Estate | 2.06 | 2.1 |
| Technology | 12.7 | 14.64 |
| Utilities | 6.35 | 2.71 |
| Consumer Defensive | - | 3.88 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.71%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.02%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns13.27%
Axis Quant Fund - Regular Plan - Growth
3Y Returns10.53%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns10.58%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.46%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.88%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns18.58%
