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) | ₹7642 Cr | ₹1816 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | Exit load of 1%, if redeemed within 90 days./365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 5.27% | 2.98% |
| 6 Month | 20.54% | 18.2% |
| 1 Year | 35.63% | 40.74% |
| 3 Year | 16.03% | 19.04% |
| 5 Year | 20.72% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.15% | 14.36% |
| 3 Year | 33.2% | 35.49% |
| 5 Year | 62.4% | 64.44% |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 19.79% | 24.31% |
| 3 Year | 47.91% | 54.89% |
| 5 Year | 69.28% | 73.86% |
| 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 | 0.75% | 0.97% |
| Beta | 0.92% | 0.96% |
| Alpha | -1.24% | -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 | 3.32 | 4.67 |
| Large Cap | 82.9 | 57.48 |
| Mid Cap | 11.95 | 21.53 |
| Small Cap | 1.84 | 16.32 |
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.93 | 4.67 |
| Communication | 5.74 | - |
| Energy | 9.17 | 12.19 |
| Technology | 10.52 | 9.76 |
| Materials | 3.82 | 4.98 |
| Construction | 9.13 | 5.14 |
| Consumer Staples | 6.37 | - |
| Financial | 33.34 | 26.79 |
| Healthcare | 4.04 | 7.47 |
| Automobile | 8.17 | 8.46 |
| Insurance | 2.78 | 2.16 |
| Consumer Discretionary | 4 | - |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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