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 | ₹962 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 | -4.25% | -1.73% |
6 Month | 7.17% | 7.53% |
1 Year | 1.15% | 0.1% |
3 Year | 15.97% | 16.48% |
5 Year | 18.12% | - |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.41% | 2.25% |
1 Year | -0.78% | 1.4% |
3 Year | 15.14% | 14.83% |
5 Year | 14.68% | - |
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% | - |
Sharp | 0.94% | - |
Beta | 0.89% | - |
Alpha | 2.32% | - |
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 | 20.95 | 8.53 |
Large Cap | 46.86 | 69.45 |
Small Cap | 18.64 | - |
Mid Cap | 13.55 | 22.02 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 8.13 | 2.02 |
Technology | 12.42 | 11.66 |
Financial Services | 35.46 | 33.7 |
Energy | 3.66 | 6.19 |
Basic Materials | 7.67 | 6.74 |
Healthcare | 9.2 | 4.09 |
Utilities | 1.9 | 3.24 |
Industrials | 5.82 | 11.59 |
Consumer Cyclical | 6.95 | 14.9 |
Real Estate | 3.2 | 1.62 |
Communication Services | 3.23 | - |
Consumer Defensive | 2.38 | 4.24 |
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