Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Focused Equity Fund vs DSP Focus Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Fund-Regular Plan-Growth

Invest Now

tortoise-icon DSP Focused Fund - Regular Plan - Growth

Invest Now

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) ₹1825 Cr ₹2595 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 -0.32% -3.84%
6 Month 10.65% 10.09%
1 Year -5.82% -4.38%
3 Year 15.53% 16.44%
5 Year 18.99% 17.24%

SIP Return Analysis

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
6 Month 3.5% 0.14%
1 Year 3.83% 2.84%
3 Year 14.21% 16.94%
5 Year 15.41% 15.82%

Rolling Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
1 Year 19.73% 10.15%
3 Year 18.87% 13.28%
5 Year 21.71% 12.78%

Risk Management

Scheme Name Tata Focused Fund-Regular Plan-Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation 13.16% 14.04%
Sharp 0.73% 0.94%
Beta 0.93% 0.89%
Alpha 0.20% 2.32%

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 9.79 20.95
Large Cap 56.53 46.86
Small Cap 18.27 18.64
Mid Cap 15.42 13.55

Sector Allocation

Scheme Name

Tata Focused Fund-Regular Plan-Growth

DSP Focused Fund - Regular Plan - Growth

Others 9.79 8.13
Energy 4.24 3.66
Technology 13.58 12.42
Consumer Cyclical 9.41 6.95
Industrials 7.99 5.82
Consumer Defensive 1.93 2.38
Financial Services 26.76 35.46
Healthcare 15.33 9.2
Basic Materials 2.36 7.67
Real Estate 1.78 3.2
Utilities 6.83 1.9
Communication Services - 3.23

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.62%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns6.9%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns17.72%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns18.04%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns21.57%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns13.23%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns16.55%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.29%

Compare Now
Add to Cart Successfully