Tata Focused Equity Fund vs Quant Focused 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 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

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
1 Month -5.64% -8.42%
6 Month 8.33% -2.65%
1 Year 27.35% 24%
3 Year 14.5% 14.73%
5 Year - 20.34%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
6 Month - -
1 Year 20.04% 9.17%
3 Year 22.77% 22.2%
5 Year - 23.46%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
1 Year 23.17% 14.72%
3 Year 19.75% 17.6%
5 Year - 15.58%

Risk Management

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%

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 4.67 21.74
Large Cap 57.48 73.55
Small Cap 16.32 4.69
Mid Cap 21.53 -

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Quant Focused Fund-Growth

Others 4.67 21.74
Energy 12.19 -
Automobile 8.46 -
Materials 4.98 -
Construction 5.14 4.92
Financial 26.79 -
Healthcare 7.47 -
Insurance 2.16 13.77
Technology 9.76 -
Capital Goods 5.91 -
Services 12.47 -
Petroleum Products - 9.37
Diversified FMCG - 12.7
Cement & Cement Products - 8.09
Gas - 1.93
Food Products - 5.21
Consumer Durables - 4.23
Telecom - Services - 4.69
Power - 5.82
Finance - 7.51

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.25%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.25%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

VS

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

3Y Returns6%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.01%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.73%

Compare Now

Canara Robeco Emerging Equities - Regular Plan - Growth Option Canara Robeco Emerging Equities - Regular Plan - Growth Option

3Y Returns13.6%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns18.26%

Compare Now
Request call back
Add to Cart Successfully