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Tata Focused Equity Fund vs DSP Focus Fund compare

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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tortoise-icon 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) ₹1819 Cr ₹2571 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

Trailing Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
1 Month 2.14% 2.79%
6 Month 7.01% 5.91%
1 Year 0.78% 3.49%
3 Year 14.82% 17%
5 Year 20.13% 18.31%

SIP Return Analysis

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
6 Month 0.6% -0.16%
1 Year 4.99% 5.26%
3 Year 11.14% 14.49%
5 Year 13.08% 14.16%

Rolling Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
1 Year 18.6% 9.86%
3 Year 18.64% 13.48%
5 Year 20.38% 12.95%

Risk Management

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation 12.52% 14.04%
Sharp 0.65% 0.81%
Beta 0.91% 0.92%
Alpha -0.40% 1.13%

Fund Managers

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

Market Cap

Scheme Name

Tata Focused Fund-Regular Plan-Growth

DSP Focused Fund - Regular Plan - Growth

Others 9.03 20.98
Large Cap 58.64 49.12
Small Cap 15.38 17.47
Mid Cap 16.95 12.43

Sector Allocation

Scheme Name

Tata Focused Fund-Regular Plan-Growth

DSP Focused Fund - Regular Plan - Growth

Others 6.62 7.86
Energy 4.17 3.81
Technology 14.36 11.41
Consumer Cyclical 8.37 6.39
Industrials 10.69 6.11
Consumer Defensive 1.94 2
Financial Services 26.1 39.94
Healthcare 16.76 8.28
Real Estate 2.29 3.38
Basic Materials 2.36 5.72
Utilities 6.34 1.9
Communication Services - 3.2

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