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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) | ₹1813 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 | 2.09% | 0.77% |
| 6 Month | 14.33% | 11.09% |
| 1 Year | -5.68% | -11.44% |
| 3 Year | 14.97% | 12.45% |
| 5 Year | 20.07% | 21.03% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 3.9% | 1.13% |
| 1 Year | 8.22% | 2.66% |
| 3 Year | 13.85% | 10.81% |
| 5 Year | 14.8% | 13.84% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 19.73% | 13.99% |
| 3 Year | 18.87% | 17.21% |
| 5 Year | 21.71% | 15.96% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 13.13% | 15.933% |
| Sharp | 0.62% | 0.641% |
| Beta | 0.93% | 1.052% |
| Alpha | 0.77% | 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 | 9.79 | 30.62 |
| Large Cap | 56.53 | 57.46 |
| Small Cap | 18.27 | 9.78 |
| Mid Cap | 15.42 | 2.14 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 9.79 | 25.21 |
| Energy | 4.24 | 7.22 |
| Technology | 13.58 | 2.78 |
| Consumer Cyclical | 9.41 | 3.27 |
| Industrials | 7.99 | 8.44 |
| Consumer Defensive | 1.93 | 0 |
| Financial Services | 26.76 | 26.42 |
| Healthcare | 15.33 | 10.01 |
| Basic Materials | 2.36 | 0 |
| Real Estate | 1.78 | 7.03 |
| Utilities | 6.83 | 9.63 |
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