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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) | ₹1813 Cr | ₹2595 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% | 5.02% |
| 6 Month | 15.36% | 12.95% |
| 1 Year | -4.99% | -1.38% |
| 3 Year | 15.87% | 17.7% |
| 5 Year | 20.02% | 18.46% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.9% | 2.68% |
| 1 Year | 8.22% | 8.79% |
| 3 Year | 13.85% | 17.21% |
| 5 Year | 14.8% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.73% | 10.15% |
| 3 Year | 18.87% | 13.28% |
| 5 Year | 21.71% | 12.78% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.13% | 14.04% |
| Sharp | 0.62% | 0.74% |
| Beta | 0.93% | 0.91% |
| Alpha | 0.77% | 1.5% |
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 | 6.52 | 18.51 |
| Large Cap | 60.55 | 50.83 |
| Small Cap | 16.22 | 17.84 |
| Mid Cap | 16.71 | 12.82 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.95 | 5.78 |
| Energy | 4.16 | 3.54 |
| Technology | 15.15 | 12.35 |
| Consumer Cyclical | 8.11 | 6.77 |
| Industrials | 10.15 | 6.1 |
| Consumer Defensive | 2.05 | 2.24 |
| Financial Services | 25.71 | 38.65 |
| Healthcare | 17.28 | 8.62 |
| Real Estate | 2.23 | 3.34 |
| Basic Materials | 2.45 | 7.42 |
| Utilities | 6.75 | 1.91 |
| Communication Services | - | 3.29 |
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