Tata Focused Equity Fund vs DSP Focus Fund compare

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Tata Focused Equity Fund-Regular Plan-Growth

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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)	₹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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
1 Month	2.55%	6.26%
6 Month	-15.38%	-10.42%
1 Year	1.75%	13.97%
3 Year	11.76%	15.51%
5 Year	25.07%	24.32%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
6 Month	-7.34%	-1.31%
1 Year	-12.21%	-0.89%
3 Year	12.86%	18.95%
5 Year	15.85%	17.37%

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%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Standard Deviation	14.255%	14.04%
Sharp	0.518%	0.55%
Beta	0.995%	0.96%
Alpha	-0.625%	1.69%

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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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	4.77	6.07
Large Cap	58.06	54.7
Small Cap	20.69	18.89
Mid Cap	16.49	20.34

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	4.77	6.07
Energy	4.04	3.15
Consumer Cyclical	16.91	9.11
Industrials	13.18	6.39
Financial Services	28.27	30.6
Healthcare	7.4	12.15
Communication Services	1.99	2.97
Basic Materials	2.32	10.18
Real Estate	2.06	3.83
Technology	12.7	11
Utilities	6.35	2.05
Consumer Defensive	-	2.5