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Tata Focused Equity Fund vs Quant Focused Fund compare
Tata Focused Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1881 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | -0.52% | -1.2% |
| 6 Month | 4.43% | 2.09% |
| 1 Year | -0.97% | 1.51% |
| 3 Year | 13.9% | 13.06% |
| 5 Year | 16.39% | 17.42% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 0.22% | -0.42% |
| 1 Year | 7.66% | 5.08% |
| 3 Year | 11.47% | 9.39% |
| 5 Year | 13.26% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 16.84% | 13.58% |
| 3 Year | 18.29% | 16.82% |
| 5 Year | 19.98% | 16.21% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.46% | 15.933% |
| Sharp | 0.59% | 0.641% |
| Beta | 0.90% | 1.052% |
| Alpha | -0.41% | 1.751% |
Fund Managers
| Scheme Name | Tata Focused 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 Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 7.53 | 30.7 |
| Large Cap | 71.56 | 61.68 |
| Small Cap | 9.81 | 7.62 |
| Mid Cap | 11.1 | - |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 5.77 | 30.7 |
| Energy | 4.63 | 8.71 |
| Technology | 12.83 | 2.93 |
| Industrials | 9.29 | 7.14 |
| Consumer Defensive | 1.84 | - |
| Financial Services | 27.61 | 20.61 |
| Healthcare | 12.97 | 3.59 |
| Basic Materials | 6.64 | - |
| Consumer Cyclical | 10.1 | 3.99 |
| Real Estate | 2.86 | 6.99 |
| Utilities | 5.47 | 15.34 |
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