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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 | 3.11% | 2.83% |
| 6 Month | -6.55% | -7.99% |
| 1 Year | 4.75% | -5.12% |
| 3 Year | 14.69% | 13.75% |
| 5 Year | 22.98% | 24.72% |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -0.75% | -0.64% |
| 1 Year | -7.56% | -13.26% |
| 3 Year | 14.09% | 12.42% |
| 5 Year | 16.16% | 16.2% |
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 |
| 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 |
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