DSP Focus Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

tortoise-icon DSP Focus 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 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 Very High
Asset Size (Cr) ₹1816 Cr ₹2516 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 2.06
Manager Kapil Malhotra Vinit Sambre
ISIN Code INF277K010Y2 INF740K01532
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
1 Month 2.98% 9.41%
6 Month 18.2% 24.74%
1 Year 40.74% 42.33%
3 Year 19.04% 16.31%
5 Year - 20.25%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year 14.36% 16.87%
3 Year 35.49% 37.57%
5 Year 64.44% 63.11%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
1 Year 24.31% 19.42%
3 Year 54.89% 47.93%
5 Year 73.86% 71.6%

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% 0.73%
Beta 0.96% 0.98%
Alpha -0.29% -2.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Large Cap 57.48 54.58
Others 4.67 2.92
Small Cap 16.32 14.73
Mid Cap 21.53 27.78

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

DSP Focus Fund - Regular Plan - Growth

Technology 9.76 8.55
Financial 26.79 28.68
Energy 12.19 10.12
Others 4.67 2.92
Capital Goods 5.91 12.39
Automobile 8.46 10.09
Services 12.47 2.36
Construction 5.14 3.7
Healthcare 7.47 9.12
Materials 4.98 2.58
Insurance 2.16 2.01
Metals & Mining - 4.8
Chemicals - 2.69

Top Comparisons

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns23.65%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns5.12%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns5.12%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns19.62%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns14.1%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns18.11%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully