- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- 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 | -5.11% | -6.34% |
| 6 Month | -13.82% | -11.95% |
| 1 Year | 0.59% | 3.95% |
| 3 Year | 15.23% | - |
| 5 Year | 17.85% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.21% | -9.83% |
| 1 Year | -15.52% | -13.72% |
| 3 Year | 11.35% | - |
| 5 Year | 15.17% | - |
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 |
| Fund Manage | 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 | 4.76519 | 6.39946 |
| Large Cap | 58.05624 | 67.43009 |
| Small Cap | 20.6854 | 3.42792 |
| Mid Cap | 16.49319 | 22.7425 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.76519 | 3.34574 |
| Energy | 4.04346 | 4.43739 |
| Consumer Cyclical | 16.91027 | 16.75431 |
| Industrials | 13.18209 | 14.08988 |
| Financial Services | 28.2731 | 30.14051 |
| Healthcare | 7.39577 | 4.37109 |
| Communication Services | 1.99396 | - |
| Basic Materials | 2.32256 | 3.52146 |
| Real Estate | 2.06455 | 2.10456 |
| Technology | 12.7019 | 14.63941 |
| Utilities | 6.34717 | 2.71339 |
| Consumer Defensive | - | 3.88223 |
Top Comparisons
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns17.86%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns12.57%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.78%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.09%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.65%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.99%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.09%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.12%
