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DSP Focus Fund vs Tata Focused Equity Fund compare

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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tortoise-icon 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) ₹1847 Cr ₹2576 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 2.04% 1.82%
6 Month 3.89% 8.56%
1 Year -1.2% 4.12%
3 Year 19.56% 21.84%
5 Year 22.03% 20.09%

SIP Return Analysis

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
6 Month 6.8% 6.57%
1 Year 3.79% 8.68%
3 Year 14.8% 19.34%
5 Year 15.85% 17.15%

Rolling Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
1 Year 20.84% 10.41%
3 Year 18.86% 13.08%
5 Year 19.02% 12.62%

Risk Management

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation 13.69% 14.04%
Sharp 0.92% 1.17%
Beta 0.93% 0.94%
Alpha -0.56% 2.25%

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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 9.07 11.54
Large Cap 57.74 55.82
Small Cap 17.66 19.35
Mid Cap 15.54 13.29

Sector Allocation

Scheme Name

Tata Focused Fund-Regular Plan-Growth

DSP Focused Fund - Regular Plan - Growth

Others 9.07 6.33
Energy 4.52 3.56
Technology 14.61 12.51
Consumer Cyclical 11.59 6.96
Industrials 7.84 5.53
Consumer Defensive 1.74 2.31
Financial Services 27.11 35.12
Healthcare 12.46 9.4
Basic Materials 2.3 9.75
Real Estate 1.96 3.33
Utilities 6.81 2.04
Communication Services - 3.15

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