Aditya Birla Sun Life Focused Equity Fund vs Tata Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Invest NowTata Focused Equity Fund-Regular Plan-Growth
Invest NowChart Comparison
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 |
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% | - |
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% |
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% | - |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 3.32 | 4.67 |
Large Cap | 82.9 | 57.48 |
Mid Cap | 11.95 | 21.53 |
Small Cap | 1.84 | 16.32 |
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 |
Top Comparisons
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns24.14%
Quant Focused Fund-Growth
3Y Returns22.43%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns5.8%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns5.84%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns5.53%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns6.18%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns4.95%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns6.48%