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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) | ₹1847 Cr | ₹1001 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 | -1.17% | -1.75% |
| 6 Month | 7.02% | 6.14% |
| 1 Year | -2.58% | -0.33% |
| 3 Year | 15.2% | 16.58% |
| 5 Year | 19.81% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.97% | 2.82% |
| 1 Year | -0.38% | -0.38% |
| 3 Year | 12.22% | 14.18% |
| 5 Year | 14.11% | - |
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 | 9.07 | 9.01 |
| Large Cap | 57.74 | 69.09 |
| Small Cap | 17.66 | - |
| Mid Cap | 15.54 | 21.89 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.07 | 2.22 |
| Energy | 4.52 | 6.43 |
| Technology | 14.61 | 11.84 |
| Consumer Cyclical | 11.59 | 15.44 |
| Industrials | 7.84 | 11.39 |
| Consumer Defensive | 1.74 | 4.15 |
| Financial Services | 27.11 | 33.34 |
| Healthcare | 12.46 | 3.86 |
| Basic Materials | 2.3 | 6.47 |
| Real Estate | 1.96 | 1.74 |
| Utilities | 6.81 | 3.12 |
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