DSP Focus Fund vs Tata Focused Equity Fund compare

DSP Focus Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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DSP Focused Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Fund	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹1866 Cr	₹2638 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Dec 2019	10 Jun 2010
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	31%
Expense Ratio	2.04	2.04
Manager	Kapil Malhotra	Vinit Sambre
ISIN Code	INF277K010Y2	INF740K01532
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	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	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
1 Month	0.73%	1.08%
6 Month	2.29%	1.63%
1 Year	-3.17%	2.25%
3 Year	13.67%	18.07%
5 Year	16.72%	15.69%

SIP Return Analysis

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
6 Month	2.91%	4.33%
1 Year	12.56%	15.66%
3 Year	12.52%	16.94%
5 Year	13.72%	15.67%

Rolling Lumpsum Returns

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
1 Year	17.17%	9.63%
3 Year	18.34%	13.75%
5 Year	20.03%	13.13%

Risk Management

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.46%	14.04%
Sharp	0.59%	0.89%
Beta	0.90%	0.94%
Alpha	-0.41%	2.58%

Fund Managers

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Name	Kapil Malhotra	Vinit Sambre
Total AUM	₹18472 Cr	₹31142 Cr
Funds Managed	7	3
	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Others	10.53	18.71
Large Cap	67.26	52.43
Small Cap	11.11	16.72
Mid Cap	11.11	12.14

Sector Allocation

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Others	8.02	7.61
Energy	4.43	3.9
Technology	13.26	11.39
Consumer Cyclical	8.09	5.95
Industrials	9.24	6.39
Consumer Defensive	1.85	2.07
Financial Services	27.81	40.34
Healthcare	12.23	7.7
Basic Materials	5.98	5.16
Real Estate	3.53	3.57
Utilities	5.57	1.92
Communication Services	-	4.01

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