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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) | ₹1847 Cr | ₹2628 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 | -3.01% | -4.63% |
| 6 Month | 2.26% | 2.1% |
| 1 Year | -2.6% | 1.73% |
| 3 Year | 15.25% | 16.43% |
| 5 Year | 19.8% | 17.9% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.97% | 1.62% |
| 1 Year | -0.38% | -0.33% |
| 3 Year | 12.22% | 15.33% |
| 5 Year | 14.11% | 14.75% |
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 | 13.16% | 14.04% |
| Sharp | 0.73% | 1.17% |
| Beta | 0.93% | 0.94% |
| Alpha | -0.56% | 2.25% |
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 | 9.07 | 20.43 |
| Large Cap | 57.74 | 47.42 |
| Small Cap | 17.66 | 18.88 |
| Mid Cap | 15.54 | 13.27 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.07 | 6.78 |
| Energy | 4.52 | 3.64 |
| Technology | 14.61 | 13.07 |
| Consumer Cyclical | 11.59 | 7.05 |
| Industrials | 7.84 | 5.46 |
| Consumer Defensive | 1.74 | 2.12 |
| Financial Services | 27.11 | 34.68 |
| Healthcare | 12.46 | 8.5 |
| Basic Materials | 2.3 | 10.01 |
| Real Estate | 1.96 | 3.32 |
| Utilities | 6.81 | 2.01 |
| Communication Services | - | 3.35 |
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