Tata Focused Equity Fund vs DSP Focus Fund compare

Link copied to clipboard!

Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

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 Risk	Low to Moderate Risk
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	-2.27%	-1.87%
6 Month	-11.02%	-8.62%
1 Year	4.1%	9.23%
3 Year	13.38%	14.7%
5 Year	16.12%	13.7%

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-8.26%	-2.88%
3 Year	13.65%	16.77%
5 Year	17.01%	16.6%

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%	0.5%
Beta	0.995%	1.01%
Alpha	-0.625%	-0.22%

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

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

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	2.62	8.67
Large Cap	56.27	47
Small Cap	25.04	18.01
Mid Cap	16.07	25.53

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	DSP Focus Fund - Regular Plan - Growth
Others	2.62	8.67
Petroleum Products	3.62	2.88
Auto Components	5.32	5.16
Construction	10.06	-
Banks	22.3	14.48
Healthcare Services	1.99	-
Insurance	1.94	2.16
Finance	2.1	12.46
Entertainment	2.22	-
Agricultural, Commercial & Construction Vehicles	3.01	-
Consumer Durables	5.43	3.09
Pharmaceuticals & Biotechnology	5.39	10.07
Cement & Cement Products	2.15	-
Realty	2.3	3.34
Retailing	8.36	-
IT - Software	8.45	10.91
Commercial Services & Supplies	3.97	-
Power	6.08	-
Leisure Services	2.69	1.98
Non - Ferrous Metals	-	1.68
Gas	-	2.18
Industrial Products	-	9.73
Automobiles	-	2.77
Fertilizers & Agrochemicals	-	2.86
Oil	-	1.77
Food Products	-	3.02