Tata Focused Equity Fund vs DSP Focus Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
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 | Low to Moderate |
Asset Size (Cr) | ₹1739 Cr | ₹2393 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 | 2.03 |
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 Equity Fund-Regular Plan-Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.61% | 1.04% |
6 Month | -6.3% | -1.46% |
1 Year | 5.38% | 13.92% |
3 Year | 14.64% | 17.99% |
5 Year | 23.69% | 22.9% |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.75% | 3.01% |
1 Year | -7.56% | 1.85% |
3 Year | 14.09% | 19.59% |
5 Year | 16.16% | 17.45% |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Year | 22.62% | 10.03% |
3 Year | 19.32% | 12.82% |
5 Year | 18.37% | 12.41% |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.255% | 14.04% |
Sharp | 0.518% | 0.58% |
Beta | 0.995% | 0.97% |
Alpha | -0.625% | 2.28% |
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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 |
Funds Managed | 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 | 4.77 | 4.54 |
Large Cap | 58.06 | 55.22 |
Small Cap | 20.69 | 19.94 |
Mid Cap | 16.49 | 20.29 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 4.77 | 4.54 |
Energy | 4.04 | 3.03 |
Consumer Cyclical | 16.91 | 8.32 |
Industrials | 13.18 | 4.86 |
Financial Services | 28.27 | 34.74 |
Healthcare | 7.4 | 13 |
Communication Services | 1.99 | 3.04 |
Basic Materials | 2.32 | 9.95 |
Real Estate | 2.06 | 3.83 |
Technology | 12.7 | 10.38 |
Utilities | 6.35 | 1.91 |
Consumer Defensive | - | 2.38 |
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