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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) | ₹1819 Cr | ₹989 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 | 2.49% | 3.59% |
| 6 Month | 7.35% | 6.96% |
| 1 Year | 1.01% | 3.63% |
| 3 Year | 14.79% | 16.88% |
| 5 Year | 19.79% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.23% | 3.36% |
| 1 Year | 10.14% | 10.99% |
| 3 Year | 12.84% | 15.33% |
| 5 Year | 14.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.6% | 21.32% |
| 3 Year | 18.64% | 16.65% |
| 5 Year | 20.38% | - |
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 | 9.03 | 13.43 |
| Large Cap | 58.64 | 60.59 |
| Small Cap | 15.38 | - |
| Mid Cap | 16.95 | 25.97 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.62 | 3.33 |
| Energy | 4.17 | 5.91 |
| Technology | 14.36 | 10.23 |
| Consumer Cyclical | 8.37 | 15.33 |
| Industrials | 10.69 | 12.42 |
| Consumer Defensive | 1.94 | 4.06 |
| Financial Services | 26.1 | 30.98 |
| Healthcare | 16.76 | 5.84 |
| Real Estate | 2.29 | 1.48 |
| Basic Materials | 2.36 | 7.22 |
| Utilities | 6.34 | 3.21 |
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