Tata Focused Equity Fund vs Quant Focused Fund compare

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Tata Focused Equity Fund-Regular Plan-Growth

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Quant Focused Fund-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	Quant Focused Fund-Growth
Fund	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1739 Cr	₹1064 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2019	29 Aug 2008
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	%
Expense Ratio	2.04	2.18
Manager	Kapil Malhotra	Sanjeev Sharma
ISIN Code	INF277K010Y2	INF966L01374
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	Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Month	2.8%	2.16%
6 Month	-6.14%	-8.62%
1 Year	4.18%	-5.61%
3 Year	14.56%	13.49%
5 Year	22.3%	24.21%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
6 Month	-0.75%	-0.64%
1 Year	-7.56%	-13.26%
3 Year	14.09%	12.42%
5 Year	16.16%	16.2%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Year	22.62%	14.72%
3 Year	19.32%	17.33%
5 Year	18.37%	15.7%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Standard Deviation	14.255%	15.933%
Sharp	0.518%	0.641%
Beta	0.995%	1.052%
Alpha	-0.625%	1.751%

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Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Name	Kapil Malhotra	Sanjeev Sharma
Total AUM	₹18472 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	4.77	18.43
Large Cap	58.06	68.17
Small Cap	20.69	4.33
Mid Cap	16.49	9.06

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	4.77	18.43
Energy	4.04	14.67
Consumer Cyclical	16.91	3.08
Industrials	13.18	7.74
Financial Services	28.27	21.53
Healthcare	7.4	2.82
Communication Services	1.99	-
Basic Materials	2.32	9.44
Real Estate	2.06	-
Technology	12.7	3.07
Utilities	6.35	8.14
Consumer Defensive	-	11.06