Aditya Birla Sun Life Focused Equity Fund vs BANDHAN Focused Equity Fund compare

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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1641 Cr ₹7642 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Mar 2006 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 87% 45%
Expense Ratio 2.11 1.82
Manager Ritika Behera Dhaval Joshi
ISIN Code INF194K01466 INF209K01462
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 7.53% 4.73%
6 Month 21.53% 14.58%
1 Year 43.8% 36.12%
3 Year 18.79% 15.36%
5 Year 20.7% 19.87%

SIP Return Analysis

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 15.22% 15.15%
3 Year 34.28% 33.2%
5 Year 59.48% 62.4%

Rolling Lumpsum Returns

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 19.04% 19.79%
3 Year 46.06% 47.91%
5 Year 68% 69.28%

Risk Management

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.64% 12.25%
Sharp 0.78% 0.9%
Beta 0.91% 0.94%
Alpha -0.51% -1.06%

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Fund Managers

Scheme Name BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Ritika Behera Dhaval Joshi
Total AUM ₹43013 Cr ₹361932 Cr
Fund Manage 19 55
BANDHAN Focused Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Large Cap 51.8 82.9
Mid Cap 25.14 11.95
Others 5.59 3.32
Small Cap 17.59 1.84

Sector Allocation

Scheme Name

BANDHAN Focused Equity Fund - Regular Plan - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Banks 18.29 -
Electrical Equipment 5.9 -
Petroleum Products 5.84 -
Others 5.59 2.93
Retailing 12.45 -
Finance 6.76 -
Realty 4.9 -
Financial Technology (Fintech) 3.15 -
Capital Markets 3.09 -
Consumer Durables 3.06 -
IT - Software 5.74 -
Automobiles 5.93 -
Pharmaceuticals & Biotechnology 2.97 -
Industrial Manufacturing 2.8 -
Aerospace & Defense 2.78 -
Engineering Services 2.37 -
Leisure Services 2.37 -
Food Products 2.28 -
Beverages 2 -
Healthcare Services 1.85 -
Financial - 33.34
Technology - 10.52
Construction - 9.13
Energy - 9.17
Communication - 5.74
Automobile - 8.17
Healthcare - 4.04
Insurance - 2.78
Consumer Staples - 6.37
Consumer Discretionary - 4
Materials - 3.82

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