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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7642 Cr ₹1816 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Month -5.82% 2.98%
6 Month 10.78% 18.2%
1 Year 37.23% 40.74%
3 Year 13.8% 19.04%
5 Year 17.63% -

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 15.15% 14.36%
3 Year 33.2% 35.49%
5 Year 62.4% 64.44%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Focused Equity Fund -Growth Option Tata Focused Equity Fund-Regular Plan-Growth
1 Year 12.75% 23.12%
3 Year 12.27% 19.81%
5 Year 13.25% -

Risk Management

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 0.77% 0.97%
Beta 0.93% 0.96%
Alpha -0.71% -0.29%

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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 3.32 4.67
Large Cap 82.9 57.48
Mid Cap 11.95 21.53
Small Cap 1.84 16.32

Sector Allocation

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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