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Edelweiss Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹958 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Dec 2019 | 01 Aug 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 | 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 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.14% | 0.42% |
| 6 Month | 14.25% | 13.91% |
| 1 Year | -4.32% | -1.86% |
| 3 Year | 16.32% | 17.81% |
| 5 Year | 19.44% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.34% |
| 1 Year | 7.95% | 8.42% |
| 3 Year | 12.63% | 14.95% |
| 5 Year | 13.98% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.6% | 21.32% |
| 3 Year | 18.64% | 16.65% |
| 5 Year | 20.38% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.96% |
| Sharp | 0.73% | 0.78% |
| Beta | 0.93% | 0.94% |
| Alpha | 0.66% | 1.30% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kapil Malhotra | Trideep Bhattacharya |
| Total AUM | ₹18472 Cr | ₹0 Cr |
| Funds Managed | 7 | 9 |
| Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.52 | 8.65 |
| Large Cap | 60.55 | 68.96 |
| Small Cap | 16.22 | - |
| Mid Cap | 16.71 | 22.39 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.95 | 2.43 |
| Energy | 4.16 | 6.07 |
| Technology | 15.15 | 11.69 |
| Consumer Cyclical | 8.11 | 16.16 |
| Industrials | 10.15 | 11.45 |
| Consumer Defensive | 2.05 | 4.36 |
| Financial Services | 25.71 | 32.48 |
| Healthcare | 17.28 | 3.84 |
| Real Estate | 2.23 | 1.51 |
| Basic Materials | 2.45 | 6.82 |
| Utilities | 6.75 | 3.19 |
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