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

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

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Fund Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7354 Cr ₹1064 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Oct 2005 29 Aug 2008
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 45% %
Expense Ratio 1.82 2.18
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209K01462 INF966L01374
Exits Load 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 Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Month 5.07% 6.79%
6 Month -6.38% -10.82%
1 Year 9.54% -5.28%
3 Year 13.31% 12.49%
5 Year 21.35% 24.42%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month -4.38% -4.92%
1 Year -9.96% -19.3%
3 Year 12.09% 9.74%
5 Year 13.74% 14.59%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Year 12.97% 14.72%
3 Year 12.3% 17.33%
5 Year 13.39% 15.7%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Standard Deviation 12.25% 15.933%
Sharp 0.46% 0.641%
Beta 0.89% 1.052%
Alpha -0.05% 1.751%

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Fund Managers

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Funds Managed 55 22
Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 1.63 18.43
Large Cap 84.34 68.17
Mid Cap 12.27 9.06
Small Cap 1.58 4.33

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 1.63 18.43
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 -
Energy - 14.67
Healthcare - 2.82
Industrials - 7.74
Financial Services - 21.53
Consumer Defensive - 11.06
Basic Materials - 9.44
Consumer Cyclical - 3.08
Utilities - 8.14
Technology - 3.07

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