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)	₹1796 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	3.91%	2.47%
6 Month	-2.3%	3.17%
1 Year	-0.25%	5.27%
3 Year	19.93%	22.67%
5 Year	22.23%	20.29%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
6 Month	7.96%	8.03%
1 Year	5.2%	10.62%
3 Year	15.45%	19.91%
5 Year	16.34%	17.53%

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%	14.43%
Sharp	0.93%	1.11%
Beta	0.93%	0.94%
Alpha	-0.56%	2.64%

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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	8.09	6.34
Large Cap	58.66	55.82
Small Cap	17.77	19.35
Mid Cap	15.48	18.49

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Others	8.09	6.34
Energy	4.4	-
Technology	14.36	-
Consumer Cyclical	11.58	-
Industrials	7.74	-
Consumer Defensive	1.83	-
Financial Services	28.45	-
Healthcare	12.69	-
Basic Materials	2.2	-
Real Estate	1.93	-
Utilities	6.75	-
IT - Software	-	10.01
Capital Markets	-	1.57
Petroleum Products	-	3.56
Non - Ferrous Metals	-	1.53
Pharmaceuticals & Biotechnology	-	6.51
Banks	-	15.87
Finance	-	14.2
Insurance	-	3.48
Gas	-	2.04
Industrial Products	-	7.57
Automobiles	-	2.36
Fertilizers & Agrochemicals	-	3.37
Realty	-	3.33
Leisure Services	-	2.16
Consumer Durables	-	5.3
Telecom - Services	-	3.15
Healthcare Services	-	2.9
Food Products	-	2.31
Auto Components	-	2.44