Edelweiss Focused Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Fund Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1816 Cr ₹863 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2019 26 Jul 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 32.33% 49%
Expense Ratio 2.04 2.24
Manager Kapil Malhotra Trideep Bhattacharya
ISIN Code INF277K010Y2 INF754K01OL0
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 90 days./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month 2.98% 3.32%
6 Month 18.2% 22.12%
1 Year 40.74% 44.02%
3 Year 19.04% -
5 Year - -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 14.36% 18.31%
3 Year 35.49% 32.01%
5 Year 64.44% 32.01%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 24.31% 25.58%
3 Year 54.89% 38.85%
5 Year 73.86% 38.85%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 12.55% 10.83%
Sharp 0.97% -
Beta 0.96% -
Alpha -0.29% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Name Kapil Malhotra Trideep Bhattacharya
Total AUM ₹18472 Cr ₹0 Cr
Fund Manage 7 9
Tata Focused Equity Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.67 7.35
Large Cap 57.48 77.53
Small Cap 16.32 1.19
Mid Cap 21.53 13.93

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 4.67 2.37
Energy 12.19 8.29
Automobile 8.46 6.74
Materials 4.98 4.22
Construction 5.14 8.14
Financial 26.79 25.52
Healthcare 7.47 4.09
Insurance 2.16 -
Technology 9.76 8.99
Capital Goods 5.91 14.88
Services 12.47 8.94
Consumer Staples - 2.84
Consumer Discretionary - 2.88
Metals & Mining - 2.1

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns20.5%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

Compare Now

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns31.96%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns5.92%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns5.94%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.64%

VS

SBI Magnum Gilt Fund -  Growth - PF (Regular) Option SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns6.64%

Compare Now
Request call back
Add to Cart Successfully