Tata Focused Equity Fund vs DSP Focus Fund compare

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Tata Focused Fund-Regular Plan-Growth

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DSP Focused 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 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)	₹1819 Cr	₹2571 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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
1 Month	1.92%	2.97%
6 Month	6.76%	6.72%
1 Year	1%	4.77%
3 Year	14.5%	17.12%
5 Year	19.49%	17.83%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
6 Month	3.23%	3.09%
1 Year	10.14%	11.71%
3 Year	12.84%	16.67%
5 Year	14.06%	15.43%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
1 Year	18.6%	9.86%
3 Year	18.64%	13.48%
5 Year	20.38%	12.95%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Standard Deviation	12.52%	14.04%
Sharp	0.65%	0.81%
Beta	0.91%	0.92%
Alpha	-0.40%	1.13%

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

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Others	9.03	0.78
Large Cap	58.64	60.31
Small Cap	15.38	19.85
Mid Cap	16.95	19.06

Scheme Name	Tata Focused Fund-Regular Plan-Growth	DSP Focused Fund - Regular Plan - Growth
Others	6.62	7.88
Energy	4.17	-
Technology	14.36	-
Consumer Cyclical	8.37	-
Industrials	10.69	-
Consumer Defensive	1.94	-
Financial Services	26.1	-
Healthcare	16.76	-
Real Estate	2.29	-
Basic Materials	2.36	-
Utilities	6.34	-
IT - Software	-	9.79
Capital Markets	-	1.47
Petroleum Products	-	3.81
Pharmaceuticals & Biotechnology	-	5.88
Banks	-	18.66
Finance	-	17.02
Insurance	-	2.78
Gas	-	1.9
Industrial Products	-	6.11
Automobiles	-	1.64
Fertilizers & Agrochemicals	-	2.78
Realty	-	3.38
Leisure Services	-	2.22
Consumer Durables	-	4.56
Telecom - Services	-	3.2
Healthcare Services	-	2.39
Food Products	-	2
Auto Components	-	2.53