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Tata Focused Equity Fund vs DSP Focus Fund compare

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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tortoise-icon DSP Focus 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 Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
Fund Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Low to Moderate Risk
Asset Size (Cr) ₹1739 Cr ₹2393 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 2.03
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 Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
1 Month -5.5% -3.65%
6 Month -10.45% -7.59%
1 Year 3.04% 7.48%
3 Year 12.75% 14.13%
5 Year 16.1% 13.69%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year -10.84% -3.72%
3 Year 12.55% 16.29%
5 Year 16.09% 16.09%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
1 Year 22.62% 10.03%
3 Year 19.32% 12.82%
5 Year 18.37% 12.41%

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
Standard Deviation 12.55% 14.04%
Sharp 0.97% 0.5%
Beta 0.96% 1.01%
Alpha -0.29% -0.22%

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Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
Name Kapil Malhotra Vinit Sambre
Total AUM ₹18472 Cr ₹31142 Cr
Fund Manage 7 3
Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

DSP Focus Fund - Regular Plan - Growth

Others 2.62 8.67
Large Cap 56.27 47
Small Cap 25.04 18.01
Mid Cap 16.07 25.53

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

DSP Focus Fund - Regular Plan - Growth

Others 2.62 8.67
Petroleum Products 3.62 2.88
Auto Components 5.32 5.16
Construction 10.06 -
Banks 22.3 14.48
Healthcare Services 1.99 -
Insurance 1.94 2.16
Finance 2.1 12.46
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 3.09
Pharmaceuticals & Biotechnology 5.39 10.07
Cement & Cement Products 2.15 -
Realty 2.3 3.34
Retailing 8.36 -
IT - Software 8.45 10.91
Commercial Services & Supplies 3.97 -
Power 6.08 -
Leisure Services 2.69 1.98
Non - Ferrous Metals - 1.68
Gas - 2.18
Industrial Products - 9.73
Automobiles - 2.77
Fertilizers & Agrochemicals - 2.86
Oil - 1.77
Food Products - 3.02

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