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) ₹7729 Cr ₹1121 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 2.15
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 -2.84% -4.43%
6 Month -3.19% -11.89%
1 Year 14.25% 3.65%
3 Year 13.17% 14.8%
5 Year 16.1% 21.29%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year 6.31% -6.31%
3 Year 18.34% 17.7%
5 Year 18.42% 20.8%

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 0.52% 1%
Beta 0.93% 0.93%
Alpha -0.95% 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 5.17 21.74
Large Cap 79.66 73.55
Mid Cap 12.51 -
Small Cap 2.27 4.69

Sector Allocation

Scheme Name

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Quant Focused Fund-Growth

Others 5.17 21.74
Petroleum Products 4.8 9.37
IT - Software 12.49 -
Construction 4.42 4.92
Diversified FMCG 1.61 12.7
Non - Ferrous Metals 1.7 -
Banks 23.64 -
Pharmaceuticals & Biotechnology 4.3 -
Automobiles 7.91 -
Insurance 5.47 13.77
Agricultural Food & other Products 2.05 -
Realty 2.5 -
Consumer Durables 4.26 4.23
Finance 4.67 7.51
Telecom - Services 5.39 4.69
Cement & Cement Products 1.74 8.09
Power 4.59 5.82
Beverages 2.9 -
Gas - 1.93
Food Products - 5.21

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