Edelweiss Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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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 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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	0.42%	1.2%
6 Month	2.63%	2.75%
1 Year	2.21%	4.15%
3 Year	15.6%	18.73%
5 Year	15.87%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	2.8%	4.19%
1 Year	13.01%	14.86%
3 Year	11.99%	14.68%
5 Year	13.36%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	16.66%	16.19%
3 Year	18.19%	16.98%
5 Year	19.89%	-

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.55%	10.83%
Sharp	0.67%	0.82%
Beta	0.9%	0.95%
Alpha	-0.69%	1.15%

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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	7.53	1.7
Large Cap	71.56	75.37
Small Cap	9.81	2.09
Mid Cap	11.1	20.84

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	5.77	1.7
Energy	4.63	-
Technology	12.83	-
Industrials	9.29	-
Consumer Defensive	1.84	-
Financial Services	27.61	-
Healthcare	12.97	-
Basic Materials	6.64	-
Consumer Cyclical	10.1	-
Real Estate	2.86	-
Utilities	5.47	-
Petroleum Products	-	6.45
IT - Software	-	8.47
Construction	-	5.74
Retailing	-	3.73
Healthcare Services	-	2.96
Banks	-	19.68
Ferrous Metals	-	3.88
Automobiles	-	5.92
Finance	-	9.56
Agricultural Food & other Products	-	3.96
Electrical Equipment	-	0.95
Aerospace & Defense	-	2.43
Consumer Durables	-	6.48
Financial Technology (Fintech)	-	2.65
Cement & Cement Products	-	3.16
Realty	-	1.37
Pharmaceuticals & Biotechnology	-	2.51
Power	-	2.93
Industrial Products	-	3.38
Auto Components	-	2.09