Tata Focused Equity Fund vs DSP Focus Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
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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