Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Quant Focused Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

tortoise-icon Quant Focused Fund-Growth

Invest Now

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 Risk Very High Risk
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 -2.27% -4.71%
6 Month -11.02% -16.55%
1 Year 4.1% -4.99%
3 Year 13.38% 15.05%
5 Year 16.12% 19.55%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
6 Month - -
1 Year -8.26% -18.29%
3 Year 13.65% 11.97%
5 Year 17.01% 17.25%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 2.62 21.74
Large Cap 56.27 73.55
Small Cap 25.04 4.69
Mid Cap 16.07 -

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Quant Focused Fund-Growth

Others 2.62 21.74
Petroleum Products 3.62 9.37
Auto Components 5.32 -
Construction 10.06 4.92
Banks 22.3 -
Healthcare Services 1.99 -
Insurance 1.94 13.77
Finance 2.1 7.51
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 4.23
Pharmaceuticals & Biotechnology 5.39 -
Cement & Cement Products 2.15 8.09
Realty 2.3 -
Retailing 8.36 -
IT - Software 8.45 -
Commercial Services & Supplies 3.97 -
Power 6.08 5.82
Leisure Services 2.69 -
Diversified FMCG - 12.7
Gas - 1.93
Food Products - 5.21
Telecom - Services - 4.69

Top Comparisons

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns8.84%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns9.03%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.83%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6.27%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.4%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns21.08%

Compare Now

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.08%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.1%

Compare Now
Add to Cart Successfully