Aditya Birla Sun Life Focused Equity Fund vs Tata Focused Equity Fund compare

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Tata Focused Equity Fund-Regular Plan-Growth

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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	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	0.35%	1.5%
6 Month	3.54%	4.94%
1 Year	19.07%	18.26%
3 Year	14.3%	16.94%
5 Year	16.46%	18.4%

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	11.08%	13.26%
3 Year	19.16%	21.6%
5 Year	19.01%	-

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	0.66%	0.97%
Beta	0.93%	0.96%
Alpha	-0.79%	-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