Edelweiss Focused Fund vs Tata Focused Equity Fund compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon 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 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) ₹1848 Cr ₹896 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 2.23
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 0.69% 1.82%
6 Month 4.26% 3.95%
1 Year 18.98% 24.42%
3 Year 17.11% -
5 Year 18.49% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 13.26% 17.87%
3 Year 21.6% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 23.17% 36.16%
3 Year 19.75% -
5 Year - -

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.55% 10.83%
Sharp 0.97% -
Beta 0.96% -
Alpha -0.29% -

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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 4.67 7.35
Large Cap 57.48 77.53
Small Cap 16.32 1.19
Mid Cap 21.53 13.93

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.67 2.37
Energy 12.19 8.29
Automobile 8.46 6.74
Materials 4.98 4.22
Construction 5.14 8.14
Financial 26.79 25.52
Healthcare 7.47 4.09
Insurance 2.16 -
Technology 9.76 8.99
Capital Goods 5.91 14.88
Services 12.47 8.94
Consumer Staples - 2.84
Consumer Discretionary - 2.88
Metals & Mining - 2.1

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