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 | 2.9% | 2.19% |
6 Month | -5.15% | -4.89% |
1 Year | 15.07% | 11.03% |
3 Year | 15.52% | 14.2% |
5 Year | 22.39% | 22.42% |
SIP Return Analysis
Scheme Name | BANDHAN Focused Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | -2.53% | 0.22% |
1 Year | -2.02% | -2.01% |
3 Year | 17.96% | 15.25% |
5 Year | 16.44% | 15.66% |
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% | 0.89% |
Alpha | 1.046% | -0.05% |
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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 | 1.63 |
Large Cap | 49.65 | 84.34 |
Mid Cap | 23.23 | 12.27 |
Small Cap | 13.8 | 1.58 |
Sector Allocation
Scheme Name |
BANDHAN Focused Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 13.32 | 1.63 |
Energy | 4.26 | - |
Technology | 11.9 | - |
Industrials | 5.15 | - |
Financial Services | 25.37 | - |
Consumer Cyclical | 11.11 | - |
Consumer Defensive | 3.47 | - |
Communication Services | 3.74 | - |
Healthcare | 8.41 | - |
Utilities | 5.75 | - |
Real Estate | 7.52 | - |
Petroleum Products | - | 5.47 |
IT - Software | - | 12.04 |
Construction | - | 4.3 |
Diversified FMCG | - | 1.49 |
Non - Ferrous Metals | - | 2.73 |
Banks | - | 21.41 |
Pharmaceuticals & Biotechnology | - | 2.93 |
Automobiles | - | 9.16 |
Insurance | - | 5.08 |
Agricultural Food & other Products | - | 2.47 |
Realty | - | 2.79 |
Consumer Durables | - | 3.87 |
Finance | - | 6.62 |
Telecom - Services | - | 5.53 |
Cement & Cement Products | - | 1.77 |
Power | - | 3.77 |
Retailing | - | 3.9 |
Beverages | - | 2.86 |
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