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 | 5.07% | 6.36% |
6 Month | -6.38% | -10.57% |
1 Year | 9.54% | 5.98% |
3 Year | 13.31% | 12.71% |
5 Year | 21.35% | 23.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | 0.22% | -2.71% |
1 Year | -2.01% | -9.36% |
3 Year | 15.25% | 13.31% |
5 Year | 15.66% | 15.75% |
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 | 0.89% | 0.995% |
Alpha | -0.05% | -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 | 1.63 | 4.77 |
Large Cap | 84.34 | 58.06 |
Mid Cap | 12.27 | 16.49 |
Small Cap | 1.58 | 20.69 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 1.63 | 4.77 |
Petroleum Products | 5.47 | - |
IT - Software | 12.04 | - |
Construction | 4.3 | - |
Diversified FMCG | 1.49 | - |
Non - Ferrous Metals | 2.73 | - |
Banks | 21.41 | - |
Pharmaceuticals & Biotechnology | 2.93 | - |
Automobiles | 9.16 | - |
Insurance | 5.08 | - |
Agricultural Food & other Products | 2.47 | - |
Realty | 2.79 | - |
Consumer Durables | 3.87 | - |
Finance | 6.62 | - |
Telecom - Services | 5.53 | - |
Cement & Cement Products | 1.77 | - |
Power | 3.77 | - |
Retailing | 3.9 | - |
Beverages | 2.86 | - |
Energy | - | 4.04 |
Consumer Cyclical | - | 16.91 |
Industrials | - | 13.18 |
Financial Services | - | 28.27 |
Healthcare | - | 7.4 |
Communication Services | - | 1.99 |
Basic Materials | - | 2.32 |
Real Estate | - | 2.06 |
Technology | - | 12.7 |
Utilities | - | 6.35 |
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