DSP Focus Fund vs Tata Focused Equity Fund compare

Overview

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Fund	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹1848 Cr	₹2546 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	2.03
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 365 days. There are no other charges./365

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
1 Month	3.86%	0.22%
6 Month	16.39%	12.82%
1 Year	27.81%	27.16%
3 Year	18.17%	17.55%
5 Year	19.66%	16.66%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
6 Month	-	-
1 Year	23.54%	23.75%
3 Year	24.81%	25.41%
5 Year	-	21.24%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
1 Year	23.17%	9.54%
3 Year	19.75%	12.7%
5 Year	-	12.2%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Standard Deviation	12.55%	14.04%
Sharp	0.97%	0.63%
Beta	0.96%	1%
Alpha	-0.29%	0.34%

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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	4.67	8.67
Large Cap	57.48	47
Small Cap	16.32	18.01
Mid Cap	21.53	25.53

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	4.67	8.67
Energy	12.19	-
Automobile	8.46	-
Materials	4.98	-
Construction	5.14	-
Financial	26.79	-
Healthcare	7.47	-
Insurance	2.16	2.16
Technology	9.76	-
Capital Goods	5.91	-
Services	12.47	-
IT - Software	-	10.91
Petroleum Products	-	2.88
Non - Ferrous Metals	-	1.68
Pharmaceuticals & Biotechnology	-	10.07
Banks	-	14.48
Finance	-	12.46
Gas	-	2.18
Industrial Products	-	9.73
Automobiles	-	2.77
Fertilizers & Agrochemicals	-	2.86
Realty	-	3.34
Leisure Services	-	1.98
Oil	-	1.77
Consumer Durables	-	3.09
Auto Components	-	5.16
Food Products	-	3.02