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) | ₹2595 Cr | ₹958 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 | 5.02% | 3.25% |
6 Month | 12.95% | 14.04% |
1 Year | -1.38% | -3.15% |
3 Year | 17.7% | 17.27% |
5 Year | 18.46% | - |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.68% | 3.35% |
1 Year | 8.79% | 8.15% |
3 Year | 17.21% | 15.88% |
5 Year | 15.72% | - |
Rolling Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.15% | 26.4% |
3 Year | 13.28% | 17.39% |
5 Year | 12.78% | - |
Risk Management
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.04% | 13.16% |
Sharp | 0.74% | 0.69% |
Beta | 0.91% | 0.94% |
Alpha | 1.5% | 1.70% |
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 | 18.51 | 8.65 |
Large Cap | 50.83 | 68.96 |
Small Cap | 17.84 | - |
Mid Cap | 12.82 | 22.39 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 5.78 | 2.43 |
Technology | 12.35 | 11.69 |
Financial Services | 38.65 | 32.48 |
Energy | 3.54 | 6.07 |
Basic Materials | 7.42 | 6.82 |
Healthcare | 8.62 | 3.84 |
Utilities | 1.91 | 3.19 |
Industrials | 6.1 | 11.45 |
Consumer Cyclical | 6.77 | 16.16 |
Real Estate | 3.34 | 1.51 |
Communication Services | 3.29 | - |
Consumer Defensive | 2.24 | 4.36 |
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