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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) | ₹1881 Cr | ₹2707 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 | -1.12% | -0.51% |
| 6 Month | -0.09% | 1.14% |
| 1 Year | 2.32% | 7.26% |
| 3 Year | 14.19% | 19.45% |
| 5 Year | 15.02% | 13.8% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.8% | 4.23% |
| 1 Year | 13.01% | 15.15% |
| 3 Year | 11.99% | 16.2% |
| 5 Year | 13.36% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.66% | 9.4% |
| 3 Year | 18.19% | 13.87% |
| 5 Year | 19.89% | 13.19% |
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 | 7.53 | 18.45 |
| Large Cap | 71.56 | 52.73 |
| Small Cap | 9.81 | 16.08 |
| Mid Cap | 11.1 | 12.74 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.77 | 7.36 |
| Energy | 4.63 | 3.82 |
| Technology | 12.83 | 11.76 |
| Industrials | 9.29 | 5.69 |
| Consumer Defensive | 1.84 | 2.48 |
| Financial Services | 27.61 | 40.48 |
| Healthcare | 12.97 | 7.58 |
| Basic Materials | 6.64 | 5.49 |
| Consumer Cyclical | 10.1 | 5.64 |
| Real Estate | 2.86 | 3.59 |
| Utilities | 5.47 | 1.8 |
| Communication Services | - | 4.32 |
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