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) ₹1848 Cr ₹1121 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 2.15
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 1.5% -2.18%
6 Month 4.94% -7.08%
1 Year 18.26% 14.39%
3 Year 16.94% 16.2%
5 Year 18.4% 21.25%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Quant Focused Fund-Growth
6 Month - -
1 Year 13.26% -3.26%
3 Year 21.6% 18.37%
5 Year - 21.34%

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%

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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 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

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