- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Focused Equity Fund vs Quant Focused Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
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 | 2.55% | 5.25% |
| 6 Month | -15.38% | -17.47% |
| 1 Year | 1.75% | -6.43% |
| 3 Year | 11.76% | 12.6% |
| 5 Year | 25.07% | 27.8% |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -7.34% | -6.74% |
| 1 Year | -12.21% | -18.28% |
| 3 Year | 12.86% | 11.71% |
| 5 Year | 15.85% | 16.42% |
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 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 |
Top Comparisons
DSP Bond Fund - Growth
3Y Returns6.52%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.52%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns23.2%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns16.81%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns21.89%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns24.24%
