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 -3.29% -7.52%
6 Month 14.41% 11.17%
1 Year 32.57% 30.76%
3 Year 14.81% 12.98%
5 Year - 15.45%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year 20.04% 23.64%
3 Year 22.77% 24.38%
5 Year - 20.74%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
1 Year 23.17% 9.54%
3 Year 19.75% 12.7%
5 Year - 12.2%

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% 0.63%
Beta 0.96% 1%
Alpha -0.29% 0.34%

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

Others 4.67 2.92
Large Cap 57.48 54.58
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

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

Top Comparisons

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns15.12%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns6.21%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.89%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.83%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.71%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.54%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns6.47%

Compare Now
Request call back
Add to Cart Successfully