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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) | ₹1881 Cr | ₹1041 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 | 0.14% | 0.91% |
| 6 Month | 4.34% | 3.27% |
| 1 Year | 0.89% | 3% |
| 3 Year | 15.73% | 18.77% |
| 5 Year | 16.83% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.22% | 0.87% |
| 1 Year | 7.66% | 8.6% |
| 3 Year | 11.47% | 13.82% |
| 5 Year | 13.26% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.84% | 21.32% |
| 3 Year | 18.29% | 16.65% |
| 5 Year | 19.98% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.46% | 12.92% |
| Sharp | 0.59% | 0.75% |
| Beta | 0.90% | 0.95% |
| Alpha | -0.41% | 1.56% |
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 | 7.53 | 15.07 |
| Large Cap | 71.56 | 60.73 |
| Small Cap | 9.81 | - |
| Mid Cap | 11.1 | 24.2 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.77 | 1.74 |
| Energy | 4.63 | 6.45 |
| Technology | 12.83 | 12.46 |
| Industrials | 9.29 | 12.5 |
| Consumer Defensive | 1.84 | 3.96 |
| Financial Services | 27.61 | 31.89 |
| Healthcare | 12.97 | 5.47 |
| Basic Materials | 6.64 | 7.03 |
| Consumer Cyclical | 10.1 | 14.19 |
| Real Estate | 2.86 | 1.37 |
| Utilities | 5.47 | 2.93 |
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