DSP Focus Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹8420 Cr | ₹2595 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Dec 2006 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | 31% |
Expense Ratio | 1.84 | 2.04 |
Manager | Vinay Sharma | Vinit Sambre |
ISIN Code | INF204K01GE7 | INF740K01532 |
Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.07% | 5.02% |
6 Month | 17.45% | 12.95% |
1 Year | -0.77% | -1.38% |
3 Year | 14.57% | 17.7% |
5 Year | 21.89% | 18.46% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.57% | 2.68% |
1 Year | 12.92% | 8.79% |
3 Year | 14.38% | 17.21% |
5 Year | 15.26% | 15.72% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.41% | 10.15% |
3 Year | 15.09% | 13.28% |
5 Year | 16.39% | 12.78% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.79% | 14.04% |
Sharp | 0.61% | 0.74% |
Beta | 0.91% | 0.91% |
Alpha | -0.65% | 1.5% |
Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Vinay Sharma | Vinit Sambre |
Total AUM | ₹14183 Cr | ₹31142 Cr |
Funds Managed | 3 | 3 |
Nippon India Focused Fund - Growth Plan -Growth Option | DSP Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.81 | 18.51 |
Large Cap | 59.02 | 50.83 |
Mid Cap | 22.48 | 12.82 |
Small Cap | 13.69 | 17.84 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 4.81 | 5.78 |
Energy | 5.58 | 3.54 |
Technology | 4.98 | 12.35 |
Financial Services | 32.11 | 38.65 |
Basic Materials | 3.29 | 7.42 |
Consumer Cyclical | 19.99 | 6.77 |
Healthcare | 10.62 | 8.62 |
Communication Services | 1.23 | 3.29 |
Consumer Defensive | 2.41 | 2.24 |
Industrials | 11.22 | 6.1 |
Utilities | 3.77 | 1.91 |
Real Estate | - | 3.34 |
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