Axis Focused Fund vs DSP Focus Fund compare
DSP Focused Fund - Regular Plan - Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹2595 Cr | ₹12286 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 10 Jun 2010 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 31% | 180% |
Expense Ratio | 2.04 | 1.74 |
Manager | Vinit Sambre | Shreyash Devalkar |
ISIN Code | INF740K01532 | INF846K01CH7 |
Exits Load | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4% | 1.55% |
6 Month | 12.6% | 16.21% |
1 Year | -2.21% | -1.99% |
3 Year | 16.41% | 9.38% |
5 Year | 18.3% | 13.28% |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.68% | 3.44% |
1 Year | 8.79% | 11.64% |
3 Year | 17.21% | 13.06% |
5 Year | 15.72% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.15% | 13.51% |
3 Year | 13.28% | 14.29% |
5 Year | 12.78% | 14.05% |
Risk Management
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.04% | 13.69% |
Sharp | 0.74% | 0.18% |
Beta | 0.91% | 0.92% |
Alpha | 1.5% | -4.75% |
Fund Managers
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vinit Sambre | Shreyash Devalkar |
Total AUM | ₹31142 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
DSP Focused Fund - Regular Plan - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 20.95 | 15.04 |
Large Cap | 46.86 | 67 |
Small Cap | 18.64 | - |
Mid Cap | 13.55 | 17.96 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.13 | 6.51 |
Technology | 12.42 | 5.17 |
Financial Services | 35.46 | 33.92 |
Energy | 3.66 | - |
Basic Materials | 7.67 | 3.56 |
Healthcare | 9.2 | 10.63 |
Utilities | 1.9 | 3.25 |
Industrials | 5.82 | 10.58 |
Consumer Cyclical | 6.95 | 12.85 |
Real Estate | 3.2 | 3.58 |
Communication Services | 3.23 | 8.61 |
Consumer Defensive | 2.38 | 1.35 |
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