Tata Focused Equity Fund vs DSP Focus Fund compare

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

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tortoise-icon DSP Focus Fund - Regular Plan - Growth

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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 Low to Moderate
Asset Size (Cr) ₹1848 Cr ₹2546 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 365 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 1.5% 1.24%
6 Month 4.94% 3.25%
1 Year 18.26% 19.07%
3 Year 16.94% 16.04%
5 Year 18.4% 15.32%

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth DSP Focus Fund - Regular Plan - Growth
6 Month - -
1 Year 13.26% 15.06%
3 Year 21.6% 22.73%
5 Year - 20%

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% 0.66%
Beta 0.96% 1.01%
Alpha -0.29% -0.23%

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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
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 8.67
Large Cap 57.48 47
Small Cap 16.32 18.01
Mid Cap 21.53 25.53

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

DSP Focus Fund - Regular Plan - Growth

Others 4.67 8.67
Energy 12.19 -
Automobile 8.46 -
Materials 4.98 -
Construction 5.14 -
Financial 26.79 -
Healthcare 7.47 -
Insurance 2.16 2.16
Technology 9.76 -
Capital Goods 5.91 -
Services 12.47 -
IT - Software - 10.91
Petroleum Products - 2.88
Non - Ferrous Metals - 1.68
Pharmaceuticals & Biotechnology - 10.07
Banks - 14.48
Finance - 12.46
Gas - 2.18
Industrial Products - 9.73
Automobiles - 2.77
Fertilizers & Agrochemicals - 2.86
Realty - 3.34
Leisure Services - 1.98
Oil - 1.77
Consumer Durables - 3.09
Auto Components - 5.16
Food Products - 3.02

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