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) ₹1848 Cr ₹896 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 2.23
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 Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month -7.17% -4.33%
6 Month -7.93% -5.14%
1 Year 8.36% 16.87%
3 Year 13.34% -
5 Year 17.07% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 9.62% 11.52%
3 Year 20.97% -
5 Year 21.29% -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 23.17% 36.16%
3 Year 19.75% -
5 Year - -

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

Others 2.62 7.35
Large Cap 56.27 77.53
Small Cap 25.04 1.19
Mid Cap 16.07 13.93

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 2.62 2.37
Petroleum Products 3.62 -
Auto Components 5.32 -
Construction 10.06 8.14
Banks 22.3 -
Healthcare Services 1.99 -
Insurance 1.94 -
Finance 2.1 -
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 -
Pharmaceuticals & Biotechnology 5.39 -
Cement & Cement Products 2.15 -
Realty 2.3 -
Retailing 8.36 -
IT - Software 8.45 -
Commercial Services & Supplies 3.97 -
Power 6.08 -
Leisure Services 2.69 -
Energy - 8.29
Consumer Staples - 2.84
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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