Tata Focused Equity Fund vs DSP Focus Fund compare
                                
                                Tata Focused Fund-Regular Plan-Growth
                            
                                
                                DSP Focused Fund - Regular Plan - Growth
                            
Chart Comparison
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 | 
Top Comparisons
                                                
                                                Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
                                            
3Y Returns12.74%
                                                
                                                 Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
                                            
3Y Returns9.24%
                                                
                                                Canara Robeco Large Cap Fund - Regular Plan - Growth Option
                                            
3Y Returns15.09%
                                                
                                                 Axis Large Cap Fund - Regular Plan - Growth
                                            
3Y Returns11.54%
                                                
                                                ITI Multi Cap Fund Regular - Growth
                                            
3Y Returns18.87%
                                                
                                                 BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
                                            
3Y Returns17.85%
                                                
                                                Kotak Savings Fund -Growth
                                            
3Y Returns7%
                                                
                                                 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
                                            
3Y Returns7.03%