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) | ₹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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