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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) | ₹1847 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 | -0.72% | -2.59% |
| 6 Month | 6% | 4.67% |
| 1 Year | -2.74% | -8.94% |
| 3 Year | 16.43% | 17.06% |
| 5 Year | 20.85% | 22.41% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.09% | 4.06% |
| 1 Year | -0.81% | -0.08% |
| 3 Year | 13.5% | 12.84% |
| 5 Year | 15.19% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 20.84% | 14.3% |
| 3 Year | 18.86% | 17.06% |
| 5 Year | 19.02% | 15.84% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 13.69% | 15.933% |
| Sharp | 0.92% | 0.641% |
| Beta | 0.93% | 1.052% |
| Alpha | -0.56% | 1.751% |
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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 | 9.07 | 14.43 |
| Large Cap | 57.74 | 75.35 |
| Small Cap | 17.66 | 10.22 |
| Mid Cap | 15.54 | 0 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 9.07 | 14.43 |
| Energy | 4.52 | 17.24 |
| Technology | 14.61 | 3.02 |
| Consumer Cyclical | 11.59 | 3.24 |
| Industrials | 7.84 | 8.07 |
| Consumer Defensive | 1.74 | 2.91 |
| Financial Services | 27.11 | 22.16 |
| Healthcare | 12.46 | 5.53 |
| Basic Materials | 2.3 | 11.05 |
| Real Estate | 1.96 | 7.11 |
| Utilities | 6.81 | 5.24 |
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