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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) | ₹1859 Cr | ₹2687 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 | -2.19% | -1.88% |
| 6 Month | -0.34% | -0.16% |
| 1 Year | 5.64% | 9.5% |
| 3 Year | 15.21% | 19.22% |
| 5 Year | 15.71% | 14.22% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.18% | -2.49% |
| 1 Year | -2.49% | -0.29% |
| 3 Year | 7.43% | 11.63% |
| 5 Year | 10.88% | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.63% | 9.41% |
| 3 Year | 18.12% | 13.9% |
| 5 Year | 19.84% | 13.21% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 14.04% |
| Sharp | 0.72% | 1% |
| Beta | 0.91% | 0.92% |
| Alpha | -0.98% | 3.11% |
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 | 8.24 | 19.2 |
| Large Cap | 70.39 | 54.25 |
| Small Cap | 9.88 | 13.7 |
| Mid Cap | 11.49 | 12.86 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.5 | 6.72 |
| Energy | 4.7 | 3.53 |
| Technology | 10.42 | 11.34 |
| Industrials | 9.64 | 5.63 |
| Consumer Defensive | 1.25 | 2.21 |
| Financial Services | 26.48 | 41.96 |
| Healthcare | 13.16 | 7.47 |
| Basic Materials | 7.44 | 5.49 |
| Consumer Cyclical | 11.25 | 5.67 |
| Communication Services | 0.83 | 4.36 |
| Real Estate | 2.74 | 3.86 |
| Utilities | 5.58 | 1.78 |
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