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DSP Focus Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1819 Cr | ₹2571 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 | 2.96% | 4.65% |
| 6 Month | 8.02% | 6.8% |
| 1 Year | 1.21% | 5.23% |
| 3 Year | 15.44% | 17.54% |
| 5 Year | 19.87% | 18.25% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.23% | 1.49% |
| 1 Year | 9.03% | 10.1% |
| 3 Year | 13.22% | 16.96% |
| 5 Year | 14.44% | 15.68% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.6% | 9.86% |
| 3 Year | 18.64% | 13.48% |
| 5 Year | 20.38% | 12.95% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 14.04% |
| Sharp | 0.73% | 0.81% |
| Beta | 0.93% | 0.92% |
| Alpha | 0.66% | 1.13% |
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 | 9.03 | 20.98 |
| Large Cap | 58.64 | 49.12 |
| Small Cap | 15.38 | 17.47 |
| Mid Cap | 16.95 | 12.43 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.62 | 7.86 |
| Energy | 4.17 | 3.81 |
| Technology | 14.36 | 11.41 |
| Consumer Cyclical | 8.37 | 6.39 |
| Industrials | 10.69 | 6.11 |
| Consumer Defensive | 1.94 | 2 |
| Financial Services | 26.1 | 39.94 |
| Healthcare | 16.76 | 8.28 |
| Real Estate | 2.29 | 3.38 |
| Basic Materials | 2.36 | 5.72 |
| Utilities | 6.34 | 1.9 |
| Communication Services | - | 3.2 |
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