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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
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹7354 Cr | ₹1739 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.69% | -2.27% |
| 6 Month | -7.42% | -11.02% |
| 1 Year | 6.34% | 4.1% |
| 3 Year | 12.53% | 13.38% |
| 5 Year | 14.69% | 16.12% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.86% | -8.26% |
| 3 Year | 13.98% | 13.65% |
| 5 Year | 15.85% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.97% | 22.62% |
| 3 Year | 12.3% | 19.32% |
| 5 Year | 13.39% | 18.37% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.255% |
| Sharp | 0.48% | 0.518% |
| Beta | 0.92% | 0.995% |
| Alpha | -0.92% | -0.625% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.17 | 2.62 |
| Large Cap | 79.66 | 56.27 |
| Mid Cap | 12.51 | 16.07 |
| Small Cap | 2.27 | 25.04 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.17 | 2.62 |
| Petroleum Products | 4.8 | 3.62 |
| IT - Software | 12.49 | 8.45 |
| Construction | 4.42 | 10.06 |
| Diversified FMCG | 1.61 | - |
| Non - Ferrous Metals | 1.7 | - |
| Banks | 23.64 | 22.3 |
| Pharmaceuticals & Biotechnology | 4.3 | 5.39 |
| Automobiles | 7.91 | - |
| Insurance | 5.47 | 1.94 |
| Agricultural Food & other Products | 2.05 | - |
| Realty | 2.5 | 2.3 |
| Consumer Durables | 4.26 | 5.43 |
| Finance | 4.67 | 2.1 |
| Telecom - Services | 5.39 | - |
| Cement & Cement Products | 1.74 | 2.15 |
| Power | 4.59 | 6.08 |
| Beverages | 2.9 | - |
| Auto Components | - | 5.32 |
| Healthcare Services | - | 1.99 |
| Entertainment | - | 2.22 |
| Agricultural, Commercial & Construction Vehicles | - | 3.01 |
| Retailing | - | 8.36 |
| Commercial Services & Supplies | - | 3.97 |
| Leisure Services | - | 2.69 |
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