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) | ₹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 |
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