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Edelweiss Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1866 Cr | ₹1030 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 Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.08% | -0.64% |
| 6 Month | 3.72% | 2.89% |
| 1 Year | 1.1% | 3.53% |
| 3 Year | 14.03% | 16.37% |
| 5 Year | 17.47% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.76% | 1.46% |
| 1 Year | 9.38% | 9.24% |
| 3 Year | 12.68% | 14.73% |
| 5 Year | 14.04% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.79% | 21.32% |
| 3 Year | 18.47% | 16.65% |
| 5 Year | 20.13% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.52% | 12.92% |
| Sharp | 0.65% | 0.77% |
| Beta | 0.91% | 0.94% |
| Alpha | -0.40% | 1.13% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.53 | 13.78 |
| Large Cap | 67.26 | 61.19 |
| Small Cap | 11.11 | - |
| Mid Cap | 11.11 | 25.03 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.02 | 1.49 |
| Energy | 4.43 | 6.19 |
| Technology | 13.26 | 11.73 |
| Consumer Cyclical | 8.09 | 15.04 |
| Industrials | 9.24 | 12.62 |
| Consumer Defensive | 1.85 | 4.02 |
| Financial Services | 27.81 | 31.16 |
| Healthcare | 12.23 | 5.64 |
| Basic Materials | 5.98 | 7.55 |
| Real Estate | 3.53 | 1.5 |
| Utilities | 5.57 | 3.05 |
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