Aditya Birla Sun Life Focused Equity Fund vs BANDHAN Focused Equity Fund compare
BANDHAN Focused Equity Fund - Regular Plan - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹1746 Cr | ₹7354 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Mar 2006 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 87% | 45% |
Expense Ratio | 2.09 | 1.82 |
Manager | Ritika Behera | Dhaval Joshi |
ISIN Code | INF194K01466 | INF209K01462 |
Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -6.43% | -2.57% |
6 Month | -13.07% | -11.87% |
1 Year | 8.36% | 3.52% |
3 Year | 13.66% | 13.38% |
5 Year | 17.62% | 19.28% |
SIP Return Analysis
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | -11.1% | -7.87% |
1 Year | -12.44% | -11.3% |
3 Year | 14.17% | 12.09% |
5 Year | 14.57% | 14.19% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.87% | 12.97% |
3 Year | 12.11% | 12.3% |
5 Year | 9.62% | 13.39% |
Risk Management
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 15.285% | 12.25% |
Sharp | 0.477% | 0.46% |
Beta | 0.931% | 0.9% |
Alpha | 1.046% | 0.01% |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 13.32 | 4.67 |
Large Cap | 49.65 | 81.62 |
Mid Cap | 23.23 | 11.89 |
Small Cap | 13.8 | 1.83 |
Sector Allocation
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.32 | 1.69 |
Energy | 4.26 | 5.44 |
Technology | 11.9 | 12.97 |
Industrials | 5.15 | 4.58 |
Financial Services | 25.37 | 31.57 |
Consumer Cyclical | 11.11 | 16.44 |
Consumer Defensive | 3.47 | 7.52 |
Communication Services | 3.74 | 5.53 |
Healthcare | 8.41 | 3.5 |
Utilities | 5.75 | 3.83 |
Real Estate | 7.52 | 2.79 |
Basic Materials | - | 4.15 |
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