Quant Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1739 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Dec 2019 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 32.33% | % |
Expense Ratio | 2.04 | 2.18 |
Manager | Kapil Malhotra | Sanjeev Sharma |
ISIN Code | INF277K010Y2 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
1 Month | 4.12% | 5.9% |
6 Month | -14.76% | -18.06% |
1 Year | 4.58% | -4.05% |
3 Year | 13.14% | 13.99% |
5 Year | 24.66% | 27.9% |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | -5.47% | -5.43% |
1 Year | -10.99% | -18.44% |
3 Year | 13.09% | 11.48% |
5 Year | 16.02% | 16.22% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 22.62% | 14.72% |
3 Year | 19.32% | 17.33% |
5 Year | 18.37% | 15.7% |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 14.255% | 15.933% |
Sharp | 0.518% | 0.641% |
Beta | 0.995% | 1.052% |
Alpha | -0.625% | 1.751% |
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Fund Managers
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
---|---|---|
Name | Kapil Malhotra | Sanjeev Sharma |
Total AUM | ₹18472 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.77 | 18.43 |
Large Cap | 58.06 | 68.17 |
Small Cap | 20.69 | 4.33 |
Mid Cap | 16.49 | 9.06 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.77 | 18.43 |
Energy | 4.04 | 14.67 |
Consumer Cyclical | 16.91 | 3.08 |
Industrials | 13.18 | 7.74 |
Financial Services | 28.27 | 21.53 |
Healthcare | 7.4 | 2.82 |
Communication Services | 1.99 | - |
Basic Materials | 2.32 | 9.44 |
Real Estate | 2.06 | - |
Technology | 12.7 | 3.07 |
Utilities | 6.35 | 8.14 |
Consumer Defensive | - | 11.06 |
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