Tata Focused Equity Fund vs Quant Focused 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) ₹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 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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
1 Year 23.12% 14.93%
3 Year 19.81% 17.59%
5 Year - 15.55%

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%

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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
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 19.96
Large Cap 57.48 80.06
Small Cap 16.32 -
Mid Cap 21.53 -

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Quant Focused Fund-Growth

Others 4.67 -5.45
Energy 12.19 24.78
Automobile 8.46 -
Materials 4.98 1.97
Construction 5.14 -
Financial 26.79 33.77
Healthcare 7.47 1.33
Insurance 2.16 8.4
Technology 9.76 5.6
Capital Goods 5.91 5.61
Services 12.47 -
Consumer Staples - 24.01

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