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) ₹1816 Cr ₹863 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2019 26 Jul 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 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 2.98% 3.32%
6 Month 18.2% 22.12%
1 Year 40.74% 44.02%
3 Year 19.04% -
5 Year - -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 14.36% 18.31%
3 Year 35.49% 32.01%
5 Year 64.44% 32.01%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 24.31% 25.58%
3 Year 54.89% 38.85%
5 Year 73.86% 38.85%

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

Large Cap 57.48 77.53
Others 4.67 7.35
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

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

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