Edelweiss Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Equity Fund-Regular Plan-Growth

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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 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)	₹1739 Cr	₹897 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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	2.8%	3.01%
6 Month	-6.14%	-3.36%
1 Year	4.18%	9.08%
3 Year	14.56%	-
5 Year	22.3%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	-0.75%	0.53%
1 Year	-7.56%	-3.5%
3 Year	14.09%	-
5 Year	16.16%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	22.62%	33.15%
3 Year	19.32%	-
5 Year	18.37%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	14.255%	-
Sharp	0.518%	-
Beta	0.995%	-
Alpha	-0.625%	-

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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
Funds Managed	7	9
	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	4.77	6.4
Large Cap	58.06	67.43
Small Cap	20.69	3.43
Mid Cap	16.49	22.74

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	4.77	3.35
Energy	4.04	4.44
Consumer Cyclical	16.91	16.75
Industrials	13.18	14.09
Financial Services	28.27	30.14
Healthcare	7.4	4.37
Communication Services	1.99	-
Basic Materials	2.32	3.52
Real Estate	2.06	2.1
Technology	12.7	14.64
Utilities	6.35	2.71
Consumer Defensive	-	3.88