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 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% |
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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 | 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 |
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