Aditya Birla Sun Life Focused Equity Fund vs Tata Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7729 Cr | ₹1848 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Oct 2005 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 45% | 32.33% |
| Expense Ratio | 1.82 | 2.04 |
| Manager | Dhaval Joshi | Kapil Malhotra |
| ISIN Code | INF209K01462 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.6% | -6.52% |
| 6 Month | -4.88% | -5.57% |
| 1 Year | 12.08% | 8.83% |
| 3 Year | 11.91% | 12.98% |
| 5 Year | 15.26% | 16.84% |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.77% | 1.77% |
| 3 Year | 16.85% | 17.53% |
| 5 Year | 17.49% | 19.2% |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.77% | 23.17% |
| 3 Year | 12.19% | 19.75% |
| 5 Year | 13.25% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 12.55% |
| Sharp | 0.52% | 0.97% |
| Beta | 0.93% | 0.96% |
| Alpha | -0.95% | -0.29% |
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| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Kapil Malhotra |
| Total AUM | ₹361932 Cr | ₹18472 Cr |
| Fund Manage | 55 | 7 |
| Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.17 | 4.67 |
| Large Cap | 79.66 | 57.48 |
| Mid Cap | 12.51 | 21.53 |
| Small Cap | 2.27 | 16.32 |
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.17 | 4.67 |
| Petroleum Products | 4.8 | - |
| IT - Software | 12.49 | - |
| Construction | 4.42 | 5.14 |
| Diversified FMCG | 1.61 | - |
| Non - Ferrous Metals | 1.7 | - |
| Banks | 23.64 | - |
| Pharmaceuticals & Biotechnology | 4.3 | - |
| Automobiles | 7.91 | - |
| Insurance | 5.47 | 2.16 |
| Agricultural Food & other Products | 2.05 | - |
| Realty | 2.5 | - |
| Consumer Durables | 4.26 | - |
| Finance | 4.67 | - |
| Telecom - Services | 5.39 | - |
| Cement & Cement Products | 1.74 | - |
| Power | 4.59 | - |
| Beverages | 2.9 | - |
| Energy | - | 12.19 |
| Automobile | - | 8.46 |
| Materials | - | 4.98 |
| Financial | - | 26.79 |
| Healthcare | - | 7.47 |
| Technology | - | 9.76 |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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