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Quant 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 Quant Focused Fund-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 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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