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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 | Very High |
| 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 | 6.03% | 4.12% |
| 6 Month | -11.12% | -14.76% |
| 1 Year | 8.89% | 4.58% |
| 3 Year | 13.91% | 13.14% |
| 5 Year | 23.26% | 24.66% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.29% | -7.34% |
| 1 Year | -4.63% | -12.21% |
| 3 Year | 15.02% | 12.86% |
| 5 Year | 15.85% | 15.85% |
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 | 0.46% | 0.518% |
| Beta | 0.9% | 0.995% |
| Alpha | 0.01% | -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 |
| Funds Managed | 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 | 4.67 | 4.77 |
| Large Cap | 81.62 | 58.06 |
| Mid Cap | 11.89 | 16.49 |
| Small Cap | 1.83 | 20.69 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.69 | 4.77 |
| Energy | 5.44 | 4.04 |
| Technology | 12.97 | 12.7 |
| Industrials | 4.58 | 13.18 |
| Consumer Defensive | 7.52 | - |
| Basic Materials | 4.15 | 2.32 |
| Financial Services | 31.57 | 28.27 |
| Healthcare | 3.5 | 7.4 |
| Consumer Cyclical | 16.44 | 16.91 |
| Real Estate | 2.79 | 2.06 |
| Communication Services | 5.53 | 1.99 |
| Utilities | 3.83 | 6.35 |
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