Aditya Birla Sun Life Focused Equity Fund vs Quant Focused Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Quant Focused Fund-Growth
Chart Comparison
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 | -2.1% | -4.77% |
6 Month | -10.04% | -19.26% |
1 Year | 3.81% | -10.82% |
3 Year | 13.58% | 14.42% |
5 Year | 17.44% | 22.06% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | -7.87% | -11.08% |
1 Year | -11.3% | -25.05% |
3 Year | 12.09% | 8.72% |
5 Year | 14.19% | 14.66% |
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 | 0.9% | 1.052% |
Alpha | 0.01% | 1.751% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.66638 | 18.43469 |
Large Cap | 81.6157 | 68.17068 |
Mid Cap | 11.88893 | 9.0633 |
Small Cap | 1.82895 | 4.33131 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.68596 | 18.43469 |
Energy | 5.44155 | 14.67497 |
Technology | 12.96748 | 3.06824 |
Industrials | 4.5773 | 7.73932 |
Consumer Defensive | 7.51964 | 11.06385 |
Basic Materials | 4.1487 | 9.44314 |
Financial Services | 31.56661 | 21.53243 |
Healthcare | 3.49544 | 2.82278 |
Consumer Cyclical | 16.43838 | 3.07983 |
Real Estate | 2.79434 | - |
Communication Services | 5.53411 | - |
Utilities | 3.83045 | 8.14073 |
Top Comparisons
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.42%
UTI MMF - Regular Plan - Growth Option
3Y Returns6.89%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns16.26%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns15.11%
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns6.85%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns6.72%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns17.42%