Edelweiss Focused Fund vs DSP Focus Fund compare
DSP Focused Fund - Regular Plan - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2571 Cr | ₹989 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Jun 2010 | 01 Aug 2022 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 31% | 49% |
| Expense Ratio | 2.04 | 2.24 |
| Manager | Vinit Sambre | Trideep Bhattacharya |
| ISIN Code | INF740K01532 | INF754K01OL0 |
| Exits Load | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.52% | 3.55% |
| 6 Month | 5.91% | 6.53% |
| 1 Year | 3.49% | 3.24% |
| 3 Year | 17% | 16.88% |
| 5 Year | 18.31% | - |
SIP Return Analysis
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.11% | -0.42% |
| 1 Year | 5.69% | 3.68% |
| 3 Year | 14.47% | 12.67% |
| 5 Year | 14.22% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.86% | 21.32% |
| 3 Year | 13.48% | 16.65% |
| 5 Year | 12.95% | - |
Risk Management
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.04% | 12.96% |
| Sharp | 0.81% | 0.78% |
| Beta | 0.92% | 0.94% |
| Alpha | 1.13% | 1.30% |
Fund Managers
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vinit Sambre | Trideep Bhattacharya |
| Total AUM | ₹31142 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.98 | 13.43 |
| Large Cap | 49.12 | 60.59 |
| Small Cap | 17.47 | - |
| Mid Cap | 12.43 | 25.97 |
Sector Allocation
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.86 | 3.33 |
| Technology | 11.41 | 10.23 |
| Financial Services | 39.94 | 30.98 |
| Energy | 3.81 | 5.91 |
| Basic Materials | 5.72 | 7.22 |
| Healthcare | 8.28 | 5.84 |
| Utilities | 1.9 | 3.21 |
| Industrials | 6.11 | 12.42 |
| Consumer Cyclical | 6.39 | 15.33 |
| Real Estate | 3.38 | 1.48 |
| Communication Services | 3.2 | - |
| Consumer Defensive | 2 | 4.06 |
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