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Edelweiss Focused Fund vs Tata Focused Equity Fund compare

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹1825 Cr ₹962 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 1.36% -0.01%
6 Month 9.27% 9.13%
1 Year -1.64% -0.04%
3 Year 15.74% 17.14%
5 Year 20.16% -

SIP Return Analysis

Scheme Name Tata Focused Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month 4.28% 2.25%
1 Year 2.71% 1.4%
3 Year 13.36% 14.83%
5 Year 14.78% -

Rolling Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 19.73% 26.4%
3 Year 18.87% 17.39%
5 Year 21.71% -

Risk Management

Scheme Name Tata Focused Fund-Regular Plan-Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 13.16% -
Sharp 0.73% -
Beta 0.93% -
Alpha 0.20% -

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 9.79 8.53
Large Cap 56.53 69.45
Small Cap 18.27 -
Mid Cap 15.42 22.02

Sector Allocation

Scheme Name

Tata Focused Fund-Regular Plan-Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 9.79 2.02
Energy 4.24 6.19
Technology 13.58 11.66
Consumer Cyclical 9.41 14.9
Industrials 7.99 11.59
Consumer Defensive 1.93 4.24
Financial Services 26.76 33.7
Healthcare 15.33 4.09
Basic Materials 2.36 6.74
Real Estate 1.78 1.62
Utilities 6.83 3.24

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