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)	₹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

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%

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%

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%

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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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

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

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