Tata Focused Equity Fund vs Quant Focused Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
| 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) | ₹1816 Cr | ₹1056 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 01 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 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 2.98% | -0.84% |
| 6 Month | 18.2% | 13.98% |
| 1 Year | 40.74% | 47.86% |
| 3 Year | 19.04% | 22.43% |
| 5 Year | - | 25.62% |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.36% | 21.56% |
| 3 Year | 35.49% | 49.5% |
| 5 Year | 64.44% | 96.11% |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 24.31% | 26.82% |
| 3 Year | 54.89% | 67.17% |
| 5 Year | 73.86% | 99.29% |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.55% | 14.85% |
| Sharp | 0.97% | 1% |
| Beta | 0.96% | 0.93% |
| Alpha | -0.29% | 2.03% |
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| 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 |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Large Cap | 57.48 | 80.06 |
| Others | 4.67 | 19.96 |
| Small Cap | 16.32 | - |
| Mid Cap | 21.53 | - |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Technology | 9.76 | 5.6 |
| Financial | 26.79 | 33.77 |
| Energy | 12.19 | 24.78 |
| Others | 4.67 | -5.45 |
| Capital Goods | 5.91 | 5.61 |
| Automobile | 8.46 | - |
| Services | 12.47 | - |
| Construction | 5.14 | - |
| Healthcare | 7.47 | 1.33 |
| Materials | 4.98 | 1.97 |
| Insurance | 2.16 | 8.4 |
| Consumer Staples | - | 24.01 |
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