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) ₹7642 Cr ₹1056 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2005 01 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 Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Month -2.28% -3.63%
6 Month 10.5% -3.13%
1 Year 30.68% 26.62%
3 Year 13.86% 15.44%
5 Year 17.19% 21.04%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
1 Year 12.77% 14.72%
3 Year 12.19% 17.6%
5 Year 13.25% 15.58%

Risk Management

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
Standard Deviation 12.25% 14.85%
Sharp 0.57% 1%
Beta 0.93% 0.93%
Alpha -0.96% 2.03%

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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
Fund Manage 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 3.32 21.74
Large Cap 82.9 73.55
Mid Cap 11.95 -
Small Cap 1.84 4.69

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 2.93 21.74
Communication 5.74 -
Energy 9.17 -
Technology 10.52 -
Materials 3.82 -
Construction 9.13 4.92
Consumer Staples 6.37 -
Financial 33.34 -
Healthcare 4.04 -
Automobile 8.17 -
Insurance 2.78 13.77
Consumer Discretionary 4 -
Petroleum Products - 9.37
Diversified FMCG - 12.7
Cement & Cement Products - 8.09
Gas - 1.93
Food Products - 5.21
Consumer Durables - 4.23
Telecom - Services - 4.69
Power - 5.82
Finance - 7.51

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