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) | ₹2638 Cr | ₹1030 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 | 1.53% | -0.12% |
| 6 Month | 3.09% | 3.36% |
| 1 Year | 8.14% | 6.42% |
| 3 Year | 18.74% | 17.17% |
| 5 Year | 16.59% | - |
SIP Return Analysis
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.27% | 1.46% |
| 1 Year | 11.38% | 9.24% |
| 3 Year | 16.77% | 14.73% |
| 5 Year | 15.68% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.75% | 21.32% |
| 3 Year | 13.67% | 16.65% |
| 5 Year | 13.07% | - |
Risk Management
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.43% | 12.92% |
| Sharp | 0.76% | 0.77% |
| Beta | 0.92% | 0.94% |
| Alpha | 1.46% | 1.13% |
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 | 18.71 | 13.78 |
| Large Cap | 52.43 | 61.19 |
| Small Cap | 16.72 | - |
| Mid Cap | 12.14 | 25.03 |
Sector Allocation
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.61 | 1.49 |
| Technology | 11.39 | 11.73 |
| Financial Services | 40.34 | 31.16 |
| Energy | 3.9 | 6.19 |
| Healthcare | 7.7 | 5.64 |
| Utilities | 1.92 | 3.05 |
| Industrials | 6.39 | 12.62 |
| Consumer Cyclical | 5.95 | 15.04 |
| Basic Materials | 5.16 | 7.55 |
| Real Estate | 3.57 | 1.5 |
| Communication Services | 4.01 | - |
| Consumer Defensive | 2.07 | 4.02 |
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