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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) | ₹1866 Cr | ₹2638 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 | 0.73% | 1.08% |
| 6 Month | 2.29% | 1.63% |
| 1 Year | -3.17% | 2.25% |
| 3 Year | 13.67% | 18.07% |
| 5 Year | 16.72% | 15.69% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.91% | 4.33% |
| 1 Year | 12.56% | 15.66% |
| 3 Year | 12.52% | 16.94% |
| 5 Year | 13.72% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.17% | 9.63% |
| 3 Year | 18.34% | 13.75% |
| 5 Year | 20.03% | 13.13% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.46% | 14.04% |
| Sharp | 0.59% | 0.89% |
| Beta | 0.90% | 0.94% |
| Alpha | -0.41% | 2.58% |
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 | 10.53 | 18.71 |
| Large Cap | 67.26 | 52.43 |
| Small Cap | 11.11 | 16.72 |
| Mid Cap | 11.11 | 12.14 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.02 | 7.61 |
| Energy | 4.43 | 3.9 |
| Technology | 13.26 | 11.39 |
| Consumer Cyclical | 8.09 | 5.95 |
| Industrials | 9.24 | 6.39 |
| Consumer Defensive | 1.85 | 2.07 |
| Financial Services | 27.81 | 40.34 |
| Healthcare | 12.23 | 7.7 |
| Basic Materials | 5.98 | 5.16 |
| Real Estate | 3.53 | 3.57 |
| Utilities | 5.57 | 1.92 |
| Communication Services | - | 4.01 |
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